Viewing Transactions
This feature allows you to search for and view transactions based on either the account number or the security code.
If no date range is entered, the system will display transactions from one week prior to the system date to the system date.
The maximum amount of days allowed in a date range is 45 calendar days.
This section includes:
To search for transactionsÂ
1. Click 
. The Client Search screen appears.
. The Client Search screen appears. 2. Enter an Account number or Security Code.
3. Select a Type of transaction and the IA Code, if desired.
4. Enter a date range, if desired. Not entering a date range will display transactions for one week prior to the system date.
5. Click Search. Transactions meeting your search criteria are displayed.