Investment History

How to check your mutual fund transaction history

Step 1

Go to your mutual fund page and select "Transaction History"

Step 2

Choose "Buy" to view past buy transactions

Step 3

Choose "Sell" to view past sell transactions

Step 4

Choose "Switch" to view past switch transactions

Step 5

You can click on each transaction to see more details

**Transaction History (Buy/Sell/Switch) is only displayed for up to the past 60 days.

Step 1

Go to your mutual fund page and select "SSF/RMF/LTF"

Step 2

Select "Annual Subscription"

Step 3

Click "Select Period" to filter SSF/RMF/LTF transactions for each year

Step 4

View the specific transaction history