Transaction Viewer - View Trades
- To access the Transaction Viewer window:
- Select Transaction Viewer option from the menu bar.
- When you select the Transaction Viewer menu option, you will see three sub-menu options:
- View Trades – Select this option to view trades for the current and prior month.
- Add Trades – Select this option to enter trades.
- Trade Rules – Select this option to search for existing relationships or to create new relationships.