Overview

Log on to view real-time status of your accounts. From the Overview page, you can obtain information on current positions, recent trade history and available services in one centralized location.

Click on Detailed View to access more comprehensive data on your current portfolio including stock and option buying power, status of current positions, and available or discontinued services.

Use Account History to obtain instant access to complete trade history for the selected account.

Integrated, Real-Time Account Management Tools

• Account Overview: Quickly access data on current and historical trading activity.
• History: Execute custom queries to view historical trade activity.
• Positions: Create customized technical charts to identify price trends.
• Balances: Get real-time quotes and open interest activity.
• Account Profile: View and keep up-to-date your account information.
• Auto Trade Manager: Easily manage your Auto Trade account services online.
• Link Account: Have multiple accounts? Use Account Link to gain easier access to all account information.
• Documents: Access, download and print account statements and reports in PDF format.