USA Glossary of terms
- How to get help
- Account activation process - Migrated user
- Login process
- Messaging on the client portal (pilot users only)
- Messaging on the mobile app (pilot users only)
- Forgotten details
- Unlocking your user account
- Landing page and navigation
- My profile
- My Wealth
- Portfolio details
- Documents
- Minimum system requirements
- Legal information
- Submitting feedback
- Mobile app - Features overview
- Mobile app - First time setup or reinstallation
| Code | Transaction Type | Type |
| AC | Contribution | |
| AD | Deposit | |
| AE | Distribution Effect | |
| AJ | Adjustment Up | |
| AL | Lodgement | |
| AP | Application | |
| AR | Tax Refund | Tax |
| AS | Assignment | |
| AT | Transfer In | |
| AV | Super Surcharge Rebate | Tax |
| BC | Buy to Close | |
| BO | Buy to Open | |
| CJ | Cost Adjustment | Adjustment |
| CO | On Going Commission Payment | Fee |
| CS | Cover Short | |
| CU | Up Front Commission Payment | Fee |
| DI | Distribution Entitlement | |
| DJ | Distribution Adjustment | |
| DL | Declared Interest | |
| EA | Advisor Expense | Fee |
| EO | Other Expense | Fee |
| EP | Property Expense | Fee |
| ES | Superannuation Expense | Fee |
| EX | Expense | Fee |
| FC | Foreign Cash Movement | |
| FR | Fee Rebate | |
| IC | Internal Cash Movement | |
| IM | Investment Maturity | |
| IN | Initial Balance | |
| LM | Installment | |
| LO | Long Out | |
| LV | Levy | Tax |
| MA | Management Fee | Fee |
| OL | Option Lapse | |
| PU | Purchase | |
| RA | Transaction Reversal | |
| RB | BAD Tax | Tax |
| RC | Commission Payment Reversal | Fee |
| RD | FID Tax | Tax |
| RE | Distribution Effect | |
| RF | Client Fee | Fee |
| RG | Cancelled from Inception | |
| RH | Insurance Premium | |
| RI | Income Stream | |
| RJ | Adjustment Down | |
| RK | Lumpsum Tax | Tax |
| RL | Contribution Tax | Tax |
| RN | Reconstruction | |
| RP | Pension Payment | |
| RR | Redemption | |
| RT | Transfer Out | |
| RV | Super Surcharge | Tax |
| RW | Withdrawal | |
| RX | Tax General | Tax |
| RY | PAYE Tax | Tax |
| SA | Sale | |
| SC | Sale to Close | |
| SO | Sale to Open | |
| SP | Spot | |
| SS | Short Sale | |
| TI | Option Transfer In | |
| TO | Option Transfer Out | |
| VJ | Volume Adjustment |