My Account Tab Overview

The StreetSmart.com® My Account tab puts links to all your account-specific information in one convenient location. This window gives you four tabs with real-time account data. Click the links below for detailed information about each tab:

• Order Status & Messages
• Balances
• Positions
• Realized Gain/Loss
• History

The Account tab also provides links to your Gain/Loss or Performance data* and Transfers & Payments information on Schwab.com. These external links are identified by the symbol.

* Depending on the way your account is set up, you will see a link to either the Gain/Loss or Performance tabs. Regardless of the link you see, clicking either one provides quick access to web-based portfolio-monitoring tools on Schwab.com that help you track and analyze the performance of your investments.

Get a quick overview of all My Account tab features in this self-paced Account Tab training video.