Accounts Overview Panel
At the top of the page, the Accounts Overview panel includes an asset
summary and allocation chart. If you have more than one account
group*, the first one will be displayed.
Use the tabs to switch between account groups, and the drop-down
menu above the allocation pie chart to select a specific account.
When you select an account in the Accounts Overview panel, the
Account Information panel below will also update.
* An account group
is a set of accounts that share an identical 5-character root. For
example, the following accounts are in the 12ABC account group:
12ABCL7: CDN margin
12ABCM4: USD margin
12ABCY6: RRSP |
Summary
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