The Account window lets you monitor every aspect of your client account activity. The Account window displays, among other things, the values of your positions, the funds available for trading and the amount of margin cushion an account has before it may become subject to a liquidation, all with real-time values.
The Account window is divided into the following sections:
To open the Account window
The first time you open the Account window, "key" account values display by default (this default view is shown in the illustration below). The sections can be expanded and customized by clicking the green “+” sign to the right of each section and using the checkboxes to specify those fields you want set as your default view.
Advisors and other multi-client account holders will see a drop-down Select Account field on the Account and Summary tabs to select either an individual account or an account group.
On the Account page, elect to display account information for All accounts, any individual account including the Master, or a user-defined Account Group, which includes a subset of accounts (in the image above, Group 1 is a user-defined account groups).
On the Summary page, choose to view the account summary for All accounts, or for any Account Group.
Advisors can also print the summary page by selecting Print Summary from the File menu.