Account Groups and Nicknames

The Account Groups feature is a great way to manage a group of accounts. For example, if you have more than one retirement account, you might want to use a Retirement Account group to view positions or history for all retirement accounts.

To create or modify groups, select Accounts > Account Features > Manage Groups. Use the Name Accounts and Customize Display page to create and edit groups and account nicknames. For your convenience, any groups and account nicknames you’ve set up on will carry over to Active Trader Pro®. If you are already logged in to Active Trader Pro, you will need to restart Active Trader Pro for changes to appear.

Once created, view account information for your custom group by selecting Groups from the account dropdown menu on the Positions and History tool. You can also view news for a custom group by selecting My News > Account Groups News.