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GENERAL HELP CENTER: A Guide to Individual Pages and Services

Accounts

  • Summary: View your Balances, Holdings, Watchlist, Open Orders, and quotes from one customizable screen.
  • Account Balances: The full picture of your account. Includes Net Worth, Buying Power, and any FED or House Calls.
  • Holdings: A full list of your positions. Pre-fill a order ticket from here.
  • Holdings - Option View: Each position with its own option data. Greeks and volatility included.
  • Gain Loss: We track your gains & losses on your open and closed positions. Prepopulate your Schedule D.
  • Activity: Everything that takes place in your account, on a daily basis.
  • Account Records: PDFs versions of your trade and order confirmations as well as of your monthly statements.
  • Download Data: Quicken
  • Open New Account: The entire process is online. No printing or mailing needed.
  • Account Sharing: Let others view your account (but not trade).

Trading

Tools

Services

  • Transfer Money: Wire funds, mail a check, or request an electronic transfer link with your bank account.