Portfolio Link Transactions

To find Portfolio link transactions for a specific account and date range

After logging in at my.everence.com 

Click on View Account Details below Portfolio LInk
 

In Portfolio Link, click on the Transactions tab
 

 
 
 
Click on the Account drop-down arrow and choose the account you want to look at
 

 
 
Click inside the From Date to choose your beginning date range and then click inside the To Date to choose your end date range.