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Where can I view transactions for funds transfers and withdrawals?

You can view all Brokerage deposits (including dividend payouts from your Brokerage holdings), withdrawals, and internal transfers (between other portfolios and your Brokerage account) in two places: the Transactions (Brokerage) section of the app, or your monthly account statements.

Option 1: View via Transactions (Brokerage)

  1. Open the Syfe app.
  2. Tap Menu.
  3. Select Funds (Brokerage).
  4. Tap Transactions.
  5. Review your deposits, dividends, withdrawals, and transfer history.

Option 2: View via Monthly Statements

  1. Open the Syfe app.
  2. Tap Menu.
  3. Select Statements.
  4. Tap Brokerage.
  5. Choose the statement type you'd like to view (e.g. Monthly trade statements).