History

Perform customized queries to view trade history from the selected account. Specify a pre-set or unique date range and, if desired, filter by a specific symbol to view select data. Data results can then be sorted by columns and downloaded into Microsoft Excel, Quicken, or other portfolio management software.

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.