Account Holdings

What is it?

Shows securities, number of shares, cost base, and unrealized gain or loss for each security in the account.

How does it benefit you?

See how each security in your account is performing with unrealized gains or losses. This page is also a great starting point to receive quotes on your holdings.

How do you use it?

Select a trading symbol from your holding to get a quote.  If you'd like to place a trade, simply select the  Action drop down menu to buy more, or sell all or a portion of a security.

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