At Be Prime Broker, our innovative CRM system offers a dedicated section where you can access your account history in real-time. From there, you can view every deposit, withdrawal, transfer, and more as these operations are carried out.
To search and filter your transaction history, follow these steps:
- Access the History Section: Navigate to the "History" tab in your account dashboard.
- Select Financial Transactions: Click on "Financial Transactions" to view a detailed list of all your operations.
- Filter Your History: Use the filtering options to organize the history by accounts or specific transaction types, allowing you to review each movement in an orderly manner.