Transactions are searchable by type, date or security symbol.
Trade date is the day an order executes. At this time, you will see the order listed as a completed order on the Activity screen, and the Portfolio screen will also be updated to reflect the execution. On the Balances screen, trade balance will show the effect of the execution as well. On the Balances screen, settlement balance shows the effect of all settlements to your account. Please note that sell proceeds are not available until settlement date.