How to View Your Transactions Statement with Finvasia

When it comes to managing financial transactions with Finvasia, keeping track of your activities is essential for ensuring financial transparency and accuracy. Whether you are using the Prism login portal or the Backoffice client login, you can easily access and view your transactions statement. This guide will walk you through the process step-by-step so that you can keep a record of all your financial activities with Finvasia.

Viewing Your Transactions via the Prism Login Portal

The Prism Login Portal is one of the primary ways to manage and view your transactions with Finvasia. Here's how you can access your transactions statement:

Login to Prism Portal: Begin by logging into your Prism Login Portal account. If you haven't registered yet, you will need to create an account following the instructions provided by Finvasia. Navigate to Manage Accounts: Once you have successfully logged in, navigate to the 'Manage Accounts' section. This section provides various financial tools and records that you can use to manage your transactions. Find Financial Ledger and Trade Confirmations: Within the 'Manage Accounts' section, you will find several options such as the financial ledger, trade confirmations, and more. Click on the financial ledger to view a detailed statement of all your transactions made through Finvasia. Review and Print Transactions: You can review each transaction to ensure accuracy and completeness. To print out a document of your transactions, click on the 'Print' or 'Export' option available on the page.

Accessing Your Transactions via the Backoffice Client Login

Alternatively, you can also view your transactions through the Backoffice Client Login. This method is particularly useful for those managing documents and need to print statements for record keeping.

Login to Backoffice Client Login: Begin by logging into your Backoffice Client Login account. If this is your first time, follow the setup instructions to register. Select Segment: Once you are logged in, navigate to the 'Select Segment' option. This feature allows you to choose the specific segment or category of transactions you are interested in viewing. Find View Financial Ledger Net Positions: After selecting the appropriate segment, you will be directed to a dashboard that displays a wide range of financial metrics. Look for sections like 'Financial Ledger' and 'Net Positions,' where you can find detailed records of your transactions. Print Export Files: If you need to print or export documents for your records, click on the 'Print' or 'Export' button provided on the dashboard to capture a snapshot of your transaction statements.

Conclusion

Whether you are using the Prism Login Portal or the Backoffice Client Login, Finvasia provides you with the necessary tools to manage your financial transactions effectively. By following the steps outlined above, you can easily view, review, and print your transaction statements. Keeping meticulous records is crucial for financial management and can help prevent any discrepancies or issues in the long run.

To ensure you are always up-to-date with your transactions, it's a good practice to regularly check and maintain accurate records. If you have any questions or require further assistance, feel free to contact Finvasia's customer support team for guidance.