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Access Trading Account Information

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BySupport Team
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No need to login to Brokerage Account site for normal day-to-day activity.

Each account includes a Summary page showing the Account Balance, Margin Balance, Stock, Option & Day Trading Buying Power and tracks the current trading day’s activity.

Besides the Order Ticket, the Order Status, Current Positions & Transaction History are all available. You can view previous order history in the Order Status tab by clicking on the drop-down menu on the upper-right corner of that screen.

You can access any account and switch accounts with a single click. You can even change the account from the order ticket.

The newest feature, Journal provides the means of organizing, noting, analyzing & reconciling trades.

An options Order Ticket for a straddle: two Buy to Open legs (95 Put and 95 Call), +Stock/+Call/+Put buttons, Total Cost, and the order panel with Order Type Net Debit, Price with the Mid-Nat slider, Duration, Condition, and Clear/Review buttons
The Order Status tab with All and Filled filters: three filled two-leg option orders showing Time, Action, Qty, Symbol, Price, TIF, Status, and the Reuse and Journal buttons
The Positions tab: option spread positions with Day Gain $ and %, Entry Price, Current Price, Entry Cost, Current Value, Profit/Loss, and totals along the bottom