Balances Bar

The Balances Bar keeps important account data at your fingertips. You may customize the types of data shown based on the information that's most important to you.

To enable, click Toolbar > Balances Bar in the main menu.

To customize, right-click in the Balances Bar and select Customize.

TIP: Hide individual stats in your Balances Bar by clicking on the name. Today's Change is hidden in the image below.

Select the statistics to display by clicking on Toolbars > Customize > Balances Bar in the main menu or by right-clicking on the Balances Bar and selecting Customize... The following settings window opens:

Click on an item in the Available Column to view a description of it, then click Add to select the item for display in the Balances Bar.
Change the order in which the fields are displayed in your Balances Bar by clicking on the field in the Selected Fields column and then click Move Up or Move Down.
To minimize the screen space used by the labels, click Use Abbreviated Field Labels.

TIP: Change any of the fields on the fly by right-clicking on the name of the field and selecting a different one from the drop-down list.

BALANCES BAR FIELDS
Avail to Trade - Cash	The maximum amount of money in your account that you can use to trade without accessing margin borrowing.
Day Trade BP	Total market value of new securities into which you may enter and subsequently exit without incurring a margin call.
Margin Equity	The dollar value of marginable securities in your margin account, less the amount you owe Schwab, plus any cash in your margin account. This is the liquidation value of your margin account, but does not include option positions, segregated money market funds, or cash not held in the margin account. Margin Equity represents the total amount you invested in securities plus any excess cash, minus funds borrowed on margin.
Equity Pct	Your margin equity divided by the market value of your margin account. This amount reflects the percentage of the current margin account value you would receive if you liquidated the margined securities, paid off any margin debt and withdrew the funds. Options, cash account positions and segregated money market funds are not included when calculating the equity percentage.
Today's % Change	Indicates the percent change in account value from the previous trading day's close. This includes your trading activity, as well as deposits and withdrawals.
Today's Change	Indicates the change in account value from the previous trading day's close. This includes your trading activity, as well as deposits and withdrawals.
Acct. Net Worth	The 'liquidation value' of your account (excluding fees, commissions, pending interest credits and debits, etc.), which is the combined value of all your cash, money market funds, margin balances, securities and any miscellaneous debits/credits in your account.
Cash	The total dollar value of your unswept or intra-day cash, money market funds, bank deposit accounts, and net credit or debit balances.
Bank Sweep	Displays the cash balance of funds that have been moved into the Schwab-affiliated, FDIC-insured bank, as referenced in your account statements and disclosed in your account documents, into which free credit balances may be automatically deposited pursuant to your Account Agreement.
Margin BP	The maximum value of marginable securities in which you can invest without depositing more equity in your margin account; this includes funds you can borrow from Schwab, but does not include balances in your Cash Account or Money Market Funds.
Avail to Withdraw	The maximum amount you can withdraw from your account by requesting a check or transferring funds to another account. This value includes the cash balance in your account, plus the maximum amount you can borrow against marginable securities held in your margin account.
Settled Cash to Trade	Trading in a Cash account requires using Settled funds. If a security is purchased using settled funds, there are no requirements surrounding the time frame of when the newly purchased securities can be sold. Settled funds are comprised of: incoming cash (such as a deposit or wire transfer), any available Margin Loan Value, or settled proceeds from the sale of securities that have been fully paid.
Unrealized P&L	This figure is not a balance and represents the total profit or loss for all positions in the account. If P&L is not available for every position, an asterisk (*) will display. Updates to Unrealized P&L are streaming.
Today's Net Realized P&L	For the current day, the sum of P&L realized from all closed or partially closed positions in the account, as compared to the cost basis for those positions. Example: Position XYZ has $150 unrealized profit coming into the day. During the day, the profit on XYZ increases to $400, and the position is closed out. Today's Net Realized P&L would reflect $400 if this were the only position closed for the current day.
Today's Unrealized P&L	The total of the Day Change $ P&L for open positions.
Today's Realized P&L	The portion of Today's Net Realized P&L that was a result of today's price activity. Equivalent to the sum of the Day Change $ P&L for each position closed, at the time each position was closed. Example: Position XYZ has $150 unrealized profit coming into the day. During the day, the profit on XYZ increases to $400, and the position is closed out. Today's Realized P&L would reflect $250 if this were the only position closed for the current day. $400 total profit minus $150 profit not from today.