How do I view my account’s transaction history?

You can find a detailed history of all transactional activity that has occurred in your account by going to "Home > My IRESE > Account > Transactions". Take me there

By default, you will be shown all activity for the last 30 days, but you have the ability to filter by the following settings:

• Time Period - You can select from a pre-defined Time Period list or you can establish your own set of Custom Dates.
• Date Range - When you select a pre-defined date, the 'from' and 'to' dates will be automatically populated. You can either use these dates or edit them to create your own custom date range.
• Transaction Type - Type defines whether money coming in or out.
  • All - Display all activity where cash is transferred in or out of your account.
  • Deposits – Include transactions that show cash being transferred into your account, such as deposits from your checking account or Real Estate Note payment.
  • Withdrawals – Include transactions that show cash being transferred out of your account, such as requests to transfer money to your savings account or to pay for Real Estate Note purchase.
  • Credit Card - Include any payments to IRESE made by Credit Card and did not affect your Account balance.
• Transactions - you can use the Transaction list to filter on the types of transactions that have occurred in your account. For example, with this list you can look at all of your trading activity or narrow it down to only show Real Estate Note buy trades. For All Transactions, all account transactions for the time period will be displayed

Note: All transactions appear in date order.