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Home Page
The Account Management Home page includes the following tabbed pages:
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Summary -
The Real-time Summary appears by default on the Home page and includes current balances, margin requirements and available funds for your account, or in the case of a multiple account structure, for the selected account.
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Positions - The Positions tab displays all of the positions in your account, or in the case of a multiple account structure, in the selected account.
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Pending Items -
The Pending Items tab displays all pending items, including outstanding document submissions or funding requests for your account, or in the case of a multiple account structure, for the selected account. The current number of pending items appears on the Pending Items tab.
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Messages -
The Messages tab displays all current Client Services messages, such as responses to inquiries, for your account, or in the case of a multiple account structure, for the selected account.. The current number of messages appears on the Message Center tab.
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Corporate Actions -
The Corporate Actions tab displays all current corporate actions for your account, or in the case of a multiple account structure, for the selected account.. The current number of corporate actions appears on the Corporate Actions tab.
To return to the Home page from any place in Account Management, simply click the red icon on the left side of the Account Management menu.
The Home page also includes the following:
- Your Account Name and ID are displayed on the bottom left side of the page. Individuals with linked accounts can use this field to switch between accounts; when you switch to a linked account, Account Management reloads with data for the selected account.
- The latest news and scheduled webinars are displayed on the right side of the Home page.
- At the bottom right side of the screen, you also have access to dynamic help, the Reference menu and a PDF link. Click the PDF link to create a PDF file of the currently displayed Account Management page ..
