Find a transaction by amount received

To find a transaction from an amount received or deposited in your account, it is possible to see the amounts receivable (Total to receive) in your transactions in the summary list of transactions. You can search by amount by clicking on the magnifying glass or on the header of the "total to receive" column.

OR

If you know the name of the office that made the check or the deposit you are looking for, you can see the current transactions inside a brokerage's profile. Select the office by clicking on the pencil.

Go to the tab Listings and Transactions where our brokerage is involved. By clicking on the transaction or listing number, the file will open.