📅 2024-09-11 — Session: Reviewed and Managed Interactive Brokers Transactions
🕒 03:00–04:00
🏷️ Labels: Interactive Brokers, Transactions, Finance, Account Management, Merchant Identification
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The primary goal of this session was to manage and review transactions and account activities in Interactive Brokers, ensuring proper account funding and addressing any issues related to deposits and merchant transactions.
Key Activities
- Navigated Interactive Brokers Account: Reviewed account balance and fund deposits, focusing on specific sections to ensure accurate financial management.
- Explored Mobile App Features: Compared the Interactive Brokers mobile app with the web platform, emphasizing streamlined features for better user experience.
- Managed Account Funding: Verified a $1,000 deposit in the Interactive Brokers account, including checking transfer history and addressing potential activation issues.
- Resolved Deposit Cancellation: Investigated the cancellation of a $1,000 deposit, identifying possible reasons and recommended actions for resolution.
- Identified Merchant for Transactions: Conducted an inquiry into transactions with Festival Center Sprl and SIFT MOBILE, using online resources and support services to identify merchants.
Achievements
- Successfully navigated and managed account activities in Interactive Brokers.
- Gained insights into mobile app features for enhanced trading experience.
- Addressed deposit issues with potential solutions identified.
- Identified steps to resolve merchant identification for transactions.
Pending Tasks
- Follow up on the resolution of the deposit cancellation issue with Interactive Brokers support.
- Complete merchant identification for the Festival Center Sprl transaction by consulting with Wise support.
- Further analyze the SIFT MOBILE transaction to confirm merchant details.