Monitor your Account Information
Monitor your account activity, including account balances, margin requirements, available funds and Market Value details.
- Tap the Menu icon
and then tap Account.
Use the Balances|Margins|Funds|Mkt. Value bar to switch between pages of your account information window.
- Tap the double arrows next to Total at the top of the screen to toggle between different views based on the section you're in.
- If you have a multiple account structure, you can tap the Account button to view trades for all accounts or select a specific account.
- Close All Positions bytapping the overflow icon
in the top right corner and selecting Close Positions. On the Order Ticket, confirm details and tap OK to submit.
Balances: Shows your account balance for securities, commodities and in total. Tap the double arrows next to Total in the Balances line at the top of the screen to switch between showing Total amounts for your account, amounts only in the Securities segment of your account, and amounts only in the Commodities segment of your account.
Margins: Shows current initial, maintenance, and projected margin requirements.
Funds: Shows you the state of your account including available funds, buying power and more.
Market Value: Shows the total value for all assets by currency (sorted by asset type), plus the account's Net Liquidation Value, realized and unrealized P&L and more. Values shown in the Total (in USD) column reflect total value of your account in the account's base currency. Tap the double arrows next to Total to show values in that currency. Only currencies in which you hold positions will be available.