Manage My Account

From the Account Detail tool, you can view pertinent details about your account by clicking one of the following tabs. It is recommended that you integrate the Account Detail tool into your layout so that this vital information is at your fingertips:

• Order Status: Shows all order activity, including conditional and bracket orders, as well as the execution details of filled orders. Use the Order Status tab to Cancel or Change open orders, add or edit bracket orders and activate, edit or deactivate conditional orders.
• Alerts: Set up alerts based on price, volume, or time criteria that will notify you in the Messages tool when the conditions of the alert are met. Alerts provide notification only and do not place orders. Use the Conditional Orders tab of the Trade tool or Symbol Hub to set up instructions that trigger and place orders only when your criteria are met.
• Balances: Shows account values, margin information, and more detailed balance information for your account. For a quick, constant view of your balances, the Balances Bar is located at the top of your primary layout. Use the Show/Hide Balances button in the upper right corner of your screen to display or hide this information. Learn more about the Balances Bar.

• Positions: Displays all your open positions with market and fundamental data for each. Use the Positions tab to close positions, including closing all shares or contracts.
• Realized Gain/Loss: Shows values pertaining to realized profits and losses for the current day.
• Transactions: Displays up to 90 days worth of order transactions that have taken place in your account. By default, transactions for the past 60 days are displayed.

Rearrange Account Detail Tabs: The tabs in the Account Detail tool can be rearranged to your specifications by simply dragging and dropping them. Click on a tab and drag it to the left or right to change the order of the tabs.

TIP: You can also quickly see whether you have open orders or positions for a security by clicking the O or P in the upper left corner of the Trade tool and the Symbol Hub.