Displaying order history (Webtrader)

Note: In this procedure, the word ‘click’ refers to either a click or a tap.

Click Portfolio on the main menu bar and select Order History from the menu that appears. The Order History panel appears:

You may need to expand the width of the panel to see all columns of data.

To search for a particular order, enter the ID, or part of the ID, in the Order ID field and press the Enter key. (Clear the Order ID field and press the Enter key to redisplay all orders.)

To filter the display by a particular period, click on the blue text to the right of Time Range and specify the period:

You can see the individual statuses of each order by selecting Aggregation:

Aggregated orders can be collapsed to single order IDs () and collapsed orders can be expanded to show all statuses.

Each column in the table (detailed or aggregated) can be sorted and filtered.