Get Details On the Securities You Own

See current prices

  • Real-time quotes for stocks
  • Daily prices for mutual funds

See current portfolio performance

  • Performance information on your securities, including:
    • $ and % changes in value since the previous market close
    • $ and % changes in value since you purchased the security
  • Performance information at the specific lot or share level for each security you own

See a detailed summary of your holdings

  • Proceeds and estimated cost basis and gain/loss from the sale of each security from the past two years (subject to certain limitations)
  • Each position's short- or long-term holding period
  • Year-to-date interest, dividend income, and estimated gain/loss information for each account to help you track the performance of your investments