In the web portal, click on the Account Info tab on the blue navigation bar at the top of the screen and then click on the Tax Lot Portfolio link. This will take you to a screen that will have the unrealized gains or losses of all of your current holdings.

On the far right of the […]

In the web portal, click on the Account Info tab on the blue navigation bar at the top of the screen and then click on the Acct Activity link. This will bring you to a page where you can view your trade history and non-trade activity based on your preferred search criteria (date range or security […]

In the web portal, click on the Account Info tab on the blue navigation bar at the top of the screen and then click the Balances & Positions link. Please note, the account management portal is view-only, and balances and positions are updated once after the end of each trading day. To obtain a real-time […]

In the web portal, click on the E-Documents tab on the blue navigation bar. This will take you to a page that will include tabs to access your account confirmations, statements and tax documents.

If you have forgotten your password, you will need to access the home page of the customer account management portal and then click on the link next to the ‘forgot your password’ text, as shown below.

You will then be asked to enter your login ID that you received when your account was […]