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How to review your trading activity on CUSP Wealth?

This article explains how you can track the status of your orders in the CUSP Wealth app.

Updated this week

Where to find your trading activity

  1. Open the CUSP app.

  2. Tap History from your main dashboard.

  3. Use the tabs at the top to switch between:

    • Orders → all buy and sell actions you’ve made.

    • Transactions → deposits, withdrawals, and fee records.

    • Personalised Portfolio → automated trades made within your managed portfolio.



Each section gives you a full, real-time view of your investment activity — so you always know what’s happening.


Understanding your order statuses

When you place an order, its status will update automatically in the app:

  • Pending: Your order is placed but hasn’t executed yet — often because it’s outside trading hours or waiting for a specific price.

  • Completed: Your order has been processed successfully and reflected in your portfolio.

  • Cancelled: You chose to cancel it, or it expired because your conditions weren’t met.

  • Rejected: The order couldn’t be placed; you’ll see the reason so you can adjust and try again.

    You don’t need to take any extra action — we’ll notify you as soon as your order’s status changes.


Checking other activities

  • Transactions show all your money movements, such as deposits and withdrawals.

  • Personalised Portfolio shows automated buy/sell updates managed by CUSP according to your chosen strategy.

Every action, whether manual or automatic, appears here for full transparency.

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