How do I see a list of my transactions?
Besides emailing you confirmation of transactions upon settlement, RateService maintains a detailed Portfolio Management System. Portfolio management gives you the ability to see all of the details of your transactions both through RateService and outside of RateService. It also provides statistical asset allocation for your portfolio and lets you easily see current financials, as provided by the FDIC, for your entire portfolio. When you purchase a CD through RateService, your transaction is automatically placed into your online portfolio.
One of the major benefits of offering Portfolio Management for transactions both inside and outside of RateService is the ability for us to filter the CDs that you see when purchasing CDs online. This way, when you purchase a CD from RateService, you are able to easily to see only the CDs that are available for you to purchase and keep you under the current FDIC insurance maximums.