All transactions can be viewed at any time via our client area or via our app.
The filter function allows you to view your transactions in the way you like.
You can choose between three main functions: Date, Order Type and Status.
Additional options can be used for filtering. The date can be set to, "Last 7 days", "Last 30 days", "Last 365 days" and also as a "Custom range".
In the order type you have the choice of:
- Buy
- Sell
- Savings plan
- Deposit
- Withdrawal
- Corporate Action
- Distribution
- Fee (this item does not include order fees)
- Interest
- Security transfer
- Taxes
For an overview of the status, you can select "Pending", "Executed", "Cancelled", "Expired" and "Rejected".
If you only want to view the transactions of a certain ISIN, you can select it in the portfolio. Only the transactions of your selected ISIN are displayed under your position.
Of course, it is also possible to enter a manual search query in the transactions. The function is marked with a magnifying glass and the identifier "Search transactions".
You will usually find a securities settlement as a PDF under the 'Transactions' tab in your client area within 48 hours.
You can also use the "Export CSV" button to export selected or all transactions as a CSV file.
In addition, we also provide you with a monthly account statement in your mailbox. There you will see a summary of all transactions made.