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Account Management Icon Reference

Account Management includes a number of icons to help you access functions quickly.

Icon	Description
	Opens the User Menu, where you can log out of Account Management.
	Opens and closes the main menu.
	Gives you access to Pending Items, Corporate Actions and Messages.
	Opens the Account Selector so you can switch to a different account or account partition.
	In PortfolioAnalyst, Search (magnifying glass): Click this icon to search for a specific description, name, quantity, symbol or transaction type in your IB account(s) and external accounts.
	Display additional information, usually in a popup window. For example, click this icon to view information and access rights for a user that you've added to your account.
	Help
	Configure Click this icon to access configuration settings. In the Account Selector, click this to display additional information, such as Alias or Status.
	Run, as in reports.
	Add, as in users or reports.
	Filter In PortfolioAnalyst, click this to filter positions by Ending Quantity, Ending Price or Change. In the Account Selector, filter the list of accounts by account type.
	Edit, as in reports or users.
	Delete
	In PortfolioAnalyst, on the Custom Reports and Add-Ons screen, click this to view the details of a saved custom benchmark or a saved synopsis.