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Trading Made Simple: Manage Your Account Online (Part 1)

Updated: Apr 9


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.



Website navigation bar with blue background. Orange highlights and arrows point to "History" and "Account Management." Various menu items visible.


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.


Dropdown menu with years 2023-2024 on a transaction page. Visible details include purchase descriptions and amounts. Orange export button.

Wallet

Access Your 1099-B Forms Electronically

Keep Your Directory Listing Up to Date









 
 

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