February 2019 – Tracking Account Activity: Online Transaction History

Access to online transaction history helps investors manage their financial situations and keep detailed financial records. Results from Corporate Insight’s 2017 Investor Survey indicate just how crucial these logs can be, with 79% of self-directed investors and 77% of advised investors stating that the ability to view account activity information was “very important” or “extremely important.” As such, it is unsurprising that all e-Monitor firms offer some type of transaction history on their client sites. In this month’s e-Monitor Report, we review the account activity pages offered by coverage set firms, a topic we last covered in 2013.

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