NetStaff CS
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While in the NetStaff CS tab of the navigation pane, click the Account Aggregation link.
Note: If you don’t see this link, you don’t have access to Account Aggregation.
- To view an account’s transaction history, click the linked amount in the Market Value column. A Transactions window opens and displays detailed transaction information.
Tip: You can use the toolbar at the bottom of the Transactions window to navigate through pages of transactions, refresh the transactions list, and determine the number of transactions that appear in the window.
Related topic: Account Aggregation overview
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