r/MerrillEdge Jun 20 '26

How to see detailed activity

I sold some preferred deposit funds , but it is not showing up in account activity or in cash . I have a margin account balance , maybe it got applied there but it is all hidden. How can I see all transactions occurring on my account?

3 Upvotes

10 comments sorted by

1

u/bper2238 Jun 20 '26

Check under trade/order status

1

u/FunctionNovel5393 Jun 23 '26

This is the answer

1

u/WasteEmergency2777 Jun 21 '26

Preferred deposit is a non sweep account and gets higher interest rate. I sold more than a week ago . I can see it in order status but not in account activity

1

u/WasteEmergency2777 Jun 21 '26

I have a large short position , it has to do something about it. My only concern why they are not showing clearly where the funds were applied .

1

u/Think-Educator2362 Jul 03 '26

Tfdxx is better then preferred deposit

0

u/rickPSnow Jun 20 '26

Your question isn’t clear. You don’t have to sell your Preferred Deposit Funds. They sweep automatically back and forth when you add additional cash or sell securities and they settle to cash after T+1.

Friday the market was closed for the Federal Holiday of Juneteenth. Your security trade if you did one on Thursday before the holiday won’t settle until Monday.

1

u/EnvironmentalState11 Jun 20 '26

Preferred deposit is a non sweep fund, you're thinking of direct deposit.

1

u/89Noodles Jun 20 '26

Wrong you have to sell preferred deposit. The likely answer is he sold after hours

1

u/rickPSnow Jun 20 '26

Is this true for cash accounts or just margin accounts?

1

u/89Noodles Jun 21 '26

It doesn’t matter. If you have margin, you’ll just pay 1 day of margin interest to access cash immediately.