How can I view my securities bookings?

Under "Securities-bookings" you will find an overview of all securities bookings that have been made in your portfolio(s). You can also search for bookings and retrieve information about individual bookings.

Selecting a portfolio

The default setting shows the bookings for all portfolios. Use the drop-down menu to select the desired portfolio and narrow down the information displayed.

Looking for a securities booking

Use the filtering and sorting functions to find a specific securities booking:

Filter according to a text search, period, type of order or amount. To apply the filter, click on "Filter".
Sort the list according to date, type of order, security/ISIN, number, amount, currency or booking text by clicking on the respective security in the list.

Querying information about individual securities bookings

Click on the respective securities booking for more information.

Viewing booking advices for securities bookings

Open the context menu by clicking on the "three-point icon" to the right of the respective position to call up the booking advice (securities contract note).

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Selecting a portfolio

The default setting shows the bookings for all portfolios. Use the drop-down menu to select the desired portfolio and narrow down the information displayed.

Looking for a securities booking

Use the filtering and sorting functions to find a specific securities booking:

Filter according to a text search, period, type of order or amount. To apply the filter, click on "Filter".
Sort the list according to date or security/ISIN by clicking on the respective security in the list.

Querying information about individual securities bookings

Click on the respective securities booking for more information.

Viewing booking advices for securities bookings

Open the context menu by clicking on the "three-point icon" to the right of the respective position to call up the booking advice (securities contract note).

Do you need assistance?

Contact us if you didn't find the answer to your question in the online help or something isn't working as it should. Our online banking support team is available weekdays from 8 a.m. to 6 p.m. and will be happy to help

Counter opening hours Monday to Friday  8 a.m. to 6 p.m. CET

Tel. +423 235 23 25

LGT SmartBanking Online Help

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How can I view my securities bookings?

Selecting a portfolio

Looking for a securities booking

Querying information about individual securities bookings

Viewing booking advices for securities bookings

Selecting a portfolio

Looking for a securities booking

Querying information about individual securities bookings

Viewing booking advices for securities bookings

Do you need assistance?

LGT SmartBanking Support