Account Details

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 (you can have up to 8 open) 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.

For a demonstration and more information on you Account Details, visit the Training page.

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

Adjust Font Settings

1. From the right-click or Actions menu, select Font...
2. In the Font window, you can adjust the size of the type in the any of the Account Details tabs, as well as make the text bold and/or italicized by clicking the B or I buttons, respectively.

TIP: By default, changes only apply to the tab in which you are changing the font size. To make the changes to all tabs, check Apply to All Account Details tabs.

Adjust Color Settings

Each tab in the Account Details tool has its own customizable color settings.

1. From the right-click or Actions menu, select Colors...
2. In the Colors window, you can customize the colors of each element in a particular tab (elements vary from tab to tab), from background and highlight colors to font colors.

3. Click Reset to Default Colors should you wish to return to the original colors.

TIP: By default, changes only apply to the tab in which you are changing the colors. If you want your changes to apply to that tab in all Account Details tools in your layouts, check Apply to all [tab name] tabs at the bottom of the Colors window.