Intraday and Pending Transactions

This page will list the Intra-day and Pending transactions for the account. CWeb is updated twice a day; 1pm Pacific time and then again overnight.

Under the "Intra-day Transactions List" you will find account transactions that have been entered before 1pm PST. All deposits, withdrawals, mutual fund buys or sells placed etc, will be displayed here.

All pending trades waiting to be settled will be displayed under the "Pending Transactions" list.

Sort columns
When data is displayed in a table, the information can be sorted in ascending or descending order by clicking on the column headings, if the blue arrow next to the column heading is pointing upward, the data is sorted in ascending order according to the column category. If the arrow is pointing downward, the data is sorted in descending order.

Export to Excel
Wherever the data can be viewed as an Excel spreadsheet, you will see the button that says "Export to Excel". Click on the button, and choose if you wish to open or save the table on your computer. Once exported, this information can be sorted and filtered as you wish. You will need Microsoft Excel on your computer to use this feature.