Where can I view my cash balance and cashflow activity?
Member Cash balance and activity can be viewed from the bottom of your "Your Portfolio" screen on Arta:
- From your Arta home screen, navigate to "Your Portfolio"
- Navigate to the bottom of "Your Portfolio" by scrolling down or tapping on the downward chevron
- Tap on the "Cash" card representing your Cash account on Arta at the bottom of the grid
- Scroll further down the Cash page to see both inflow and outflow activity
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The Cash account screen presents your current balance, pending transfers, and chronological activity of both inflowing and outflowing cash transactions, including the following:
- Transfers between your self–managed (cash) account and full–discretion (investment) account.
- Wires
- ACH
- Self-directed trades
- Payable fundings including capital calls
- Money market fund dividends
- Stock dividends
- Money market fund dividend taxes
- Stock dividend taxes
- Alternative investment distributions
- Alternative investment distribution reinvestments
- Wire fee reimbursements
If you have any questions at all about your cash balance or activity, please don’t hesitate to contact us at membership@artafinance.com.