The Portfolio View section
allows you to view your holdings in detail. A summary table is displayed
at the top-right corner of the screen.
Use the Account Number drop-menu to see the details for another account,
and the Market View and Performance
View tabs to select the information you would like to see. For
your convenience, you can view all the positions in all your accounts
at once. To do so, select "View All" from the Account Number
drop-menu. You can also narrow the list using the drop-down menu
in the top left corner, so that all or only one type of security
is displayed at a time.
Pop-Up Action Menu
Throughout the website, you can click almost anywhere within a row
showing a security to display a convenient Action Menu. With one
click you can get a quote,
chart, option chain, analytics or fundamental research on it. You
can also easily add it to one of your watch lists. |
Summary
Portfolio
View
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