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CHAPTER 5

Activity Page

The Activity page displays all your transactions, including open orders, trades, and dividend payments.

M. View Filters
Use the filters at the top of the Activity page to toggle between viewing Activity across All Plans or specific plans. The blue line indicates which filter is active.

N. Open Orders
Any open market or limit orders will be displayed here. Click on the Modify or Cancel buttons to modify or cancel an open order.

O. Type Filters
Use the type filters here to display All Transactions or transactions by a specific type.

Note: Only types with actual data will be displayed. For example, if you don’t have any Share Deposits, the Share Deposit type filter will not be displayed.

P. Refresh Button
To ensure that you are viewing the most recent data, click on the refresh button. The refresh button is useful when waiting for open orders to fill.

Q. Date Filter
The date filter on the Activity page defaults to one year. You can use the date filter to change the dates for which you would like to see activity data.

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