Easily manage your account and keep track of your investments

Summary

  • We make it easy to keep track of your investments. See all of your important account information, gathered in one place.
  • Get real-time balances for each of your individual accounts, and as a total balance across accounts.
  • Enjoy convenient access to trading, a view of IDC market watch, and the ability to customize the information you want to see.

Balances

  • Detailed real-time balance information for an individual account lets you know where you stand.
  • On the balances page, you get a complete picture of your account value based on intraday trading activity-a real-time figure that includes your cash balance, margin balance, and short balance.

Positions

  • Get real flexibility when you view your holdings.
  • You can sort positions by type-stocks, options, mutual funds, cash equivalents, money funds, and bonds.
  • Use the action links to quickly trade a position, and to access news, charts, and an option chain.

History

Search your transaction history by a pre-set or custom date range, by symbol, or by transaction type. Once you have the data you want, you can export it to Excel.

Profit & Loss

See your positions in a view showing unrealized and realized gains, and export the information to an Excel spreadsheet to work with.

Statements

Get convenient online access to your statements and confirmations.