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Transactions

A transaction is an activity in one of your firm's accounts that the custodian reports, such as a buy, a sell, a deposit or a dividend. The console shows transactions on the Transactions page and on the Transactions tab of a household and of an account.

type and subType classify each transaction, and transactionCode is the code the custodian gives it. Each list returns the newest transactions first, and leaves out cancelled transactions.

To list your firm's transactions of the last 90 days, call List transactions. To list the transactions of one account or one household, call List the transactions of an account or List the transactions of a household.