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How do I view my unrealized/realized gains and losses?

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 […]

How do I view my unrealized/realized gains and losses?2018-03-06T15:03:36-05:00

How do I view my daily account activity and transaction history?

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 […]

How do I view my daily account activity and transaction history?2018-03-06T15:02:53-05:00

How do I view my balances and positions in the web portal?

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 […]

How do I view my balances and positions in the web portal?2018-03-06T15:02:05-05:00