Navigate Between Screens

Instructions

For quick site navigation, use the “breadcrumb” links located near the top left of many screens. In the example below, clicking the breadcrumb “Settings” will return you to the previous screen.

  • Example: if you are upgrading your Cash account to a Margin account on the Account Type screen, you can return to the main Account Settings screen by clicking Settings.

 

The breadcrumbs in Portal

 

Additional Resources