You’ll find your accounts clearly organized under the Accounts menu item, beginning with your current account overview, which includes cash and cash alternatives, holdings, account performance and asset allocation.
Click on the links below to explore some of the features within the Accounts tab. (Images for illustration purposes.)
See your holdings Filter by account at the top and use the navigation to view the summarized breakdown of the total value and additional information. Flexible data columns and interactive features let you choose what you wish to see.
Explore your reports In the Accounts tab under Gain/Loss, you can view detailed information on Realized Gain/Loss and Unrealized Gain/Loss for your accounts. You can take a more in-depth look at your holdings, including tax lots and cost basis information.
Look up historical transactions under any account Choose from Activity and Open Orders in the top navigation to view historical or current activity in an account.