Accounts

The Accounts View displays a table that contains information on all the user's accounts.

To access the Accounts View, click the corresponding button in the upper navigation row of the application. When selected, it will be highlighted.

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A row will appear in the table for each account the user has. Each row will contain the following information:

  • Account Number
  • Account Name
  • Net Liq
  • P&L
  • Cash Balance
  • Margin

You can click on the header for any column to sort the table by that column.

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The information in the Accounts table is not updated live in response to trades, orders, etc. To get the latest information, click the Refresh button above the table. When you do so, the Last Refreshed time stamp (to the right of the button), will update.

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If you have an Order Ticket open in the ticket window, and the ticket has not been set yet, then you can click on any row in the Accounts Table and the Account in the ticket window will update with the account you clicked on.

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If the order ticket is in the Order Preview or Order Status (i.e., the order has been submitted) screens, then clicking in the Accounts Table will NOT update the account on the ticket window.