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Designed with one thing in mind – you

With each enhancement we make to the site, we're focused on making everything you do with us easier.


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What's new

When you come to manage your accounts, you'll get:

  • Simple navigation
  • Fast access to common tasks
  • A snapshot of your account activity
  • Market news and insights for your holdings
  • The same great experience on all of your devices

Want to learn more about what we've updated?

Take a video tour
See how to efficiently navigate the new Accounts & Trade experience.

What we've improved

Get common tasks done quickly and easily

  • Use the new action bar to trade, pay bills, and transfer money.
  • Use the account selector to switch between accounts or view a group of accounts.
  • Deep-dive to more information directly from each tab.

 

Have important account information all in one place

  • View your top and bottom performers.
  • Get the latest news for your positions.
  • See your asset allocation and pending orders.
  • Get expert insights and guidance.

 

Track, research, and trade – all from the Positions tab

  • Get current market news and performance data for all your holdings.
  • Select a symbol to expand the row and reveal the Trade button, Research, and Lots.
  • View and compare the 52-week high/low for all your positions.

 

See past and pending transactions with the new Activity tab

  • Get account activity for one or multiple accounts.
  • View open and closed orders.
  • See recent and pending transactions such as transfers and dividends.

 

FAQs

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