3
Set Up e-Delivery for Multiple Accounts using Quick Enroll ....................................... 20
View Statements & Reports ............................................................................................. 21
View Trade Confirmations................................................................................................ 21
View Tax Documents ........................................................................................................ 22
View Notifications .............................................................................................................. 22
6. Account Portfolio ............................................................................................................... 24
Overview ............................................................................................................................. 24
Portfolio Changes ........................................................................................................ 24
Quick Links ................................................................................................................... 25
Composition of Holdings ............................................................................................ 25
Quick Trade .................................................................................................................. 25
Open Orders & Executed Trades ............................................................................. 25
Strong & Weak Performers ........................................................................................ 26
Portfolio History ........................................................................................................... 26
News.............................................................................................................................. 27
Balances ............................................................................................................................. 28
Holdings .............................................................................................................................. 29
Non Dollar transactions on Non US exchanges valued at foreign currency of the
exchange ...................................................................................................................... 30
Realized Gain/Loss ........................................................................................................... 32
History ................................................................................................................................. 34
Projected Cash Flow ......................................................................................................... 35
7. Transact .............................................................................................................................. 36
Trade Equities .................................................................................................................... 36
Enter a Buy Equity Trade ........................................................................................... 36
Enter a Sell Equity Trade ........................................................................................... 37
Edit an Equity Trade ................................................................................................... 38
Order a Mutual Fund Prospectus ................................................................................... 39
Trade Mutual Funds .......................................................................................................... 40
Purchase a Mutual Fund ............................................................................................ 40
Exchange a Mutual Fund ........................................................................................... 41
Redeem a Mutual Fund .............................................................................................. 41
Trade Options .................................................................................................................... 42