Transaction confirmation statements are available in your Beanstox account and reflect all purchases and sales in your portfolio.
Purchases or sales of securities can occur for several reasons, including when funds are deposited or withdrawn from your account, when dividends are reinvested, or when your account is rebalanced.
Follow the steps below to see transaction confirmations in your Beanstox account:
- Tap the Statements icon (papers and envelope) at the bottom of the screen
- Select Transaction Confirmation from the drop-down menu
- Select the year and date you wish to see
- The Transaction Confirmation statement will appear on screen
Want to know more about transaction confirmation statements? Read our support article, “What is a transaction confirmation statement?”
If you have any questions about trades or activity in your Beanstox account, please reach out to our Customer Support team.