Account Detail Overview

The Account Detail window puts all your account-specific information in one convenient location. This window gives you six tabs with streaming, real-time market data:

• Order Status
• Saved Orders
• Alerts
• Balances
• Realized Gain/Loss
• Positions
• Transactions  

Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

The Account Detail window automatically opens when you log on to the software and closes when you log off.

If you minimized this window and want to re-open it:

1.  Click on Tools in the Main menu.
2.  Select Find Active Tool > Account Detail.