Streamline your wealth management experience
In the Accounts section, you’re able to view your financial information with greater control. You can readily access your account overview which includes cash and cash alternatives, holdings, account performance and asset allocation.
Evaluate your portfolio: Filter by account at the top and use the navigation to view an overview of the total value, performance, allocation and balances. Or delve into your holdings based on asset type, position and cost basis.
Explore your reports: Select from the Gain/Loss to 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.
Look up historical transactions under any account: Choose from the Activity and Open Orders tabs to view historical or current activity in an account.
*Features may vary. Contact your financial professional to learn more.