Welcome to the first part of our guide on managing your Trade Network account online. In this article, we'll explore some of the key features of our software that make account management a breeze.
Now, let's dive in!
First, once you're logged in, navigate to the "Account Management" section. The software offers a large suite of account management tools neatly organized in a horizontal slider menu. Let's start by exploring the "History" feature.
Transaction History
Your Transaction History is conveniently displayed in this section, allowing you to access detailed records of all your past transactions.
You can generate custom reports for any date range and effortlessly export them to Excel or PDF for seamless bookkeeping, download monthly statements, and see past cash payment history.
Wallet
Access Your 1099-B Forms Electronically
Keep Your Directory Listing Up to Date