Updated throughout the day, the Portfolio page allows you to view the Current Value of your portfolio holdings, recent and upcoming Activity, as well as any Realized Gains or Losses.
The Current Value tab provides access to the information on the market value of your portfolio, enabling you to answer the question, “Where do I stand today?” You can view the current price of a security, the total value of your holdings in that security, and the daily change in both of these values. You can also see the change in value of your investments compared to the original cost. While viewing Current Value for all of your securities, you can choose to group the information by account or by security type. You can also select a specific security type where you again have the option to group your view by account.
The account selector drop-down menu provides flexibility to view your holdings the way you prefer. Select one or more accounts or groups to view information across multiple portfolio screens. Your selection will stay intact as you navigate throughout all of Client Access.
Click the Quantity section to view expanded details about a specific holding, such as tax lots, price history, dividends, recent news and more.
Select Edit Columns to rearrange or remove certain columns. Also, you can export information from all the tabs in the Portfolio section to Microsoft Excel.