Your account is broken up into five sections Balances, Positions, History, and Messages. The following is a detailed explanation of each.
Balance
Figure 1 |
The Balance page is the first page you will see once you log in. It will show your account number, your unread message and your account information. It will also give you detailed information about your account and provide a running monthly total of trades done in your account.
If you want to view all your messages instead of just the new ones you can click on the View Alerts Link. This will take you to the Messages page explained later.
Positions
Figure 2 |
The Positions Page will display detailed information about the Position you are currently holding.
For more detailed information about a Position click on the Detial link. A window will pop up giving you a break down of the position you are holding.
To trade a position you are holding click on the Trade link. It will take you to the Trade page, which is explained later.
For a Real Time Quote of a Position click the RTQ link. A window will pop up displaying information about that symbol.
History
Figure 5 |
The History Page gives the history of Orders, Executions or Both. You can view historical records as far back as one year, six months, three months, or a month.
To change the time frame from 1 month to a year, six months or three months click on the down arrow. Choose the time frame you wish to view. To view Orders, Executions or both, place a check mark in the empty box next to the Item you want to view and then click the Get History button.
To view the order in more detail, click the Detail link at the end of the row. A window will pop up with the order detail.
Messages
Figure 7 |
The Messages page contains all messages sent to you. You can view up to fifty of your last messages.
Click on the down arrow to view 10, 20, 30, 40 or 50 of you last messages then click the Refresh button to display them.
