The 'Funding History' tab represents your past deposits and withdrawals in each year your account has been active.
IRA Funding History:
Your IRA Funding History represents your contributions during a given year compared to the maximum allotment specified in official IRS guidelines. Some users (over 50 years of age, etc) may have different limits that will not be reflected by this tool.
Wire transfers, account transfers, and rollover checks are not included in this tool.
Taxable Accounts Funding History:
Funding History in Taxable Accounts represents your past deposits and withdrawals for a given year.
Please note that this only includes ACH deposits and withdrawals, including any funds withdrawn via M1 Borrow. Wire transfers, account transfers, and rollover checks are not included in these charts.
To View On Mobile:
- From the 'Invest' tab, click the menu button in the top right corner. This should open the side bar.
- Select 'Funding History' to view the graph.
To view on the Web:
- Make sure you are on the 'Invest' tab.
- Click on 'Funding History' from the options below.