Viewing Account Information

To view your account information

1. From the Main Menu, select Account.

   

The Account Info screen appears.




 

The Account Info screen displays the following information:

• Account number and type.

• Real-time account Balance, including:
  
  Net Liquidating Value - the total of all assets (position value and cash deposited with IB) marked to market at the time and price listed.
  
  Equity with Loan Value - your cash balance combined with the stock market value.

• Margin requirements, including:
  
  Current Initial - the initial payment required for a margin transaction.
  
  Current Maintenance - the amount of funds you must maintain in your account when holding positions, to avoid liquidation. Maintenance margin is updated on a real-time basis, and its value will fluctuate according to market movement.

• Market value of your account including:
  
  Cash Balance
  
  Stock Value
  
  Option Value

You may have to scroll down to see all the information or view the menu options at the bottom of the screen.

2. Select one of the following options from the menu at the bottom of the screen. If necessary, scroll down to see the entire menu.

• Show Portfolio to display your account portfolio.

• Other New Order to create a new order

• Main to return to the Main Menu.

You can also access the Account Info screen from the menu on the Portfolio screen.