• Select criteria

    Select the criteria you want to display.

Track the Historical Performance of Your Stock

The History screen gives you a customizable space to organize and view your stock performance history and isolate the entries or types of activity you are searching for, helping you create investing and trading strategies for the future that avoid the pitfalls of the past.

Define the Length of History You View

  • Use this stock performance tracker to view the past month, year, seven days or any customizable increment of time.
  • Analyze how market and sector trends have affected your account balance by comparing your performance with news.

Search Your History and Filter Your Results

  • Search for the historical stock performance of a particular investment or the entire account.
  • Filter your results by transaction type or view all of your transactions at once.
  • Organize your results by date, transaction, share quantity, description, symbol, account type, price, or amount.

Free Dividend Reinvestment

Make your dividend payments work for you! Why not reinvest your dividends for free? Enroll your securities quickly and easily. Learn More >>