Investor Access Tour

Portfolio Details:
A Closer Look

From the portfolio screen:

• View a list of all securities held in an account, with share quantity, price, change in price and value,
• Examine cost-basis information, including average cost per share and unrealized gains or losses,
• Click on the security description for additional investment information for a specific security, and
• Review detailed cost-basis information by clicking on the quantity of that security.

Click here for a detailed description of this screen.

Next: Account Activity