The Activity screen displays a list of transactions for a specific date range. The Activity screen also allows you to search transactions associated with an account based on the dealer code or rep code.

If the transaction records exceed the threshold limit, then the message ‘Please refine the search criteria due to large volume of records’ is displayed. The search can be refined further by providing the From date and To date.

You can expand each transaction to view additional details, and average cost and gain details. If you click on the account number associated with each transaction, it will take you to the default page that is setup for that account.

You can access this screen by clicking the Activity sub tab under the Advisor tab on the left menu panel.