Accounts

Streamline your wealth management experience

You’ll find your accounts clearly organized under the Accounts menu item, beginning with your current account total. The positions and balances provide an overview of cash, securities, and other investments as well as pending payments.

Filter by account at the top and use the hand navigation to view the summarized breakdown of the total value and additional information. Flexible data columns and interactive features let you choose what you wish to see.
In the Accounts tab under Gain/Loss, you can view detailed information on Realized Gain/Loss and Unrealized Gain/Loss for your accounts. You can take a more in-depth look at your holdings, including tax lots and cost basis information.
Choose from Activity and Open Orders in the top navigation to view historical or current activity in an account.
Transfer money between accounts and make payments to merchants or individual payees (enrollment required).

*Features may vary. Contact your financial professional to learn more.