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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:

  1. From your Arta home screen, navigate to "Your Portfolio"
  2. Navigate to the bottom of "Your Portfolio" by scrolling down or tapping on the downward chevron
  3. Tap on the "Cash" card representing your Cash account on Arta at the bottom of the grid
  4. Scroll further down the Cash page to see both inflow and outflow activity
cashBalance 00 portfolio.png cashBalance 01 portfolioBottom.png cashBalance 02 cashDetail.png

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