The Balances page provides the most detailed view of the following:
  • Bank Deposit Sweep and Money Market Fund Balances
  • Brokerage Cash Balance
  • Margin Balance (notifications of any margin calls also display)
  • Cash Available for Withdrawal
  • Buying Power (using cash or margin associated with the account)
  • Securities Market Value
  • Total Account Value
You can also view a year's worth of month-end statement Balance History in a bar chart for a single account, group of accounts, or for all household accounts.

Select the Set Balance Alert Quick Link to be notified via email of your account balance at the end of the day, week or month, or when your account balances rise above or falls below a certain value.