Tour Account Screens

The Investor Site Tour continues with the Account screens...

After selecting Account from the top-left main menu, you are brought to Overview. (Screen shot below). From here, you may make a top navigation selection for Positions, Activity, Gains & Losses, Order Status, Estimated Income, or Investor Inbox (aka Electronic Documents). Images for these pages are displayed below.

Continue with tour→  View screen images from: Order Entry, Research, or Tools.

OVERVIEW:
From this page, you can view balance information (credit or debit balance, margin buying power, house call) and account registration details.
Account Overview

POSITIONS:
From this page, you can view complete balance information (credit or debit balance, margin buying power, house call), and the current market value of all positions for a specific account.  Positions can be filtered using the top menu tools in the Positions Block.  The user may add, remove, or re-position columns to desired preference.
Account Positions

ACTIVITY:
From this page, view all account transactions. Data on this screen may also be filtered by time period, symbol, and type of transaction.  The user may add, remove, or re-position columns to desired preference.
Account Activity

GAINS & LOSSES:
From this page, view Unrealized or Realized Gains & Losses, for all securities, or just one, by using the filtering tools at the top of the block. The user may add, remove, or re-position columns to desired preference.
Account Gain Loss

ORDER STATUS:
From this page, check the status of orders for all types of securities.  View all orders, open orders, or executed orders, or orders for a particular symbol using the filtering tools at the top of the block. The user may also add, remove, or re-position columns to desired preference.
Account Order Status

INVESTOR INBOX (aka E-Documents):
From this page, view your Electronic Documents (Monthly Statements, Trade Confirms, Prospectuses, etc).
Account Investor Inbox

Continue with tour→  View screen images from: Order Entry, Research, or Tools.