How can I view my transactions in PAT once the 3rd business day of the beginning of the month has passed? What happens to them when activity from the next month is populated?
The transactions for the previous month are no longer available in PAT. There are a few ways to look at the data. The specific funding data seen in PAT is contained in WISDM and all your transactions detail can be found on MDS e-commerce site by logging in with your MD number and choosing transactions in the left side menu. For a calendar of posting dates, see the PAT Reallocation and Posting Deadlines Calendar. See Changes in WISDM for MDS Postings for screen shots and further information. Also see Searching for MDS Transactions in WISDM for further specifics on finding your transactions.