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Stay on top of your investments, review and assess your positions to help make sure that you are on track to meet your goals.
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In this lesson we will look at the information provided for Orders, Pending Transfers & Bill Payments, and approximately five years of History for a single account.
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The default balances view provides a high-level, collapsed view of your account balances. This is intended to provide answers to basic questions about an account – how much is it worth, how much you can buy, and how much you can withdraw.
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The trade ticket is easy-to-use, and readily available from multiple locations. This video will walk your through the trade entry process step-by-step.
This video will provide you with an overview of how to use the comprehensive open position information to evaluate your accounts and underlying positions, as well as a few quick tips designed to simplify your overall experience.