Welcome to the Positions User Guide

How to monitor your positions.

1. Change views. Click between Overview, Dividend View, Fund Performance, and Closed Positions.

2. Sort data. Arrange column data in ascending or descending order to enhance your analysis. We'll store this setting for next time.

3. Move columns. Arrange columns by clicking, then dragging the column header left or right. We'll store this setting for next time.

4. Stacked view. On a narrow screen, some positions data is stacked to save space.

5. Cash position. Your core cash position shows only the most relevant fields.

6. Impact event. Check for events impacting your position when you see an icon next to the symbol.

7. Price indicator. The purple arrow mark indicates when pricing is not from the current day.

8. Today's gain/loss. View today's and prior days' impact from your current positions.

9. Pending activity. View pending debit/credit details in your account.

10. Setting menu. Select Settings to change how your positions are displayed.