What do daily balances provide?

Daily balances are available for any type of account, together with posted transactions, on the History page. Simply check the Daily balances option, select the account, and any other criteria at the top of the page, and click OK. The balance is displayed for each date on which you had activity within the selected date range.

For investment accounts, the daily balances reflect the total closing market value for each date. Daily balances are only available when a single account is selected, not when you are viewing History for all accounts.

How far back is account history available?

When is account data updated?

History - Transactions