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About Account Management

Our Account Management system lets you configure and manage your account from a single window, including the ability to view the current value of all of your accounts, configure all of your account settings, submit fund and position transfers, run reports, and access the Investors' Marketplace and Client Services.

• Home - This is the first screen you see when you first log in to Account Management. The Home screen displays your current account or asset class value and margin requirements.
• Functions available from every screen - These include access to pending items, messages, corporate actions, user-level settings and the Account Selector.
• Settings - Access all of your account and user settings. These are the settings that are associated with your account and your username, respectively.
• Reporting - Run a variety of reports, including default and customized activity statements, margin reports, trade confirmations, and tax forms; and access PortfolioAnalyst, which lets you evaluate the performance of your portfolio in customizable reports and view the performance of all of accounts in one place.
• Transfer & Pay - Set up fund and position transfers and view the transaction history of your account.
• Trading - All accounts can launch Trader Workstation and WebTrader, trade within Account Management using QuickTrade, and some multiple account structures can access Post-Trade Allocations.
• Investors' Marketplace - Our online marketplace where individual traders and investors, institutions and third-party service providers meet and do business together.
• Support - Access all Client Services functions, including the Message Center and live chat.

When navigating through the different pages in Account Management, do NOT use your browser’s Back button. If you do, you may be logged out of the system. Instead, use the main menu or the breadcrumb links provided on the Account Management pages.