Account Summary 

You can now access account summaries for all account types, including equities accounts and margin loans, on one page.

The new Account Summary screen looks like this:

Detail

  1. If you have multiple accounts, you can now simply select the account type you want to view from the dropdown menu  and the summary for that account type is displayed.
  2. You can now view funds available for trading on the account summary page for equities and options accounts, instead of having to go to the Place Order page.
  3. You can view all your holdings, both CHESS sponsored and Issuer sponsored, on the one page.
    If you have  an options account, select your options account from the dropdown menu and you can rollover or close out options positions directly from the options account summary page.

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