On the Customize page, you can Nickname Accounts to help you easily identify each of the accounts you view online (and on your statement, where available).

Group Accounts for viewing selected accounts together on any page with a household view.

Select Page Preferences to customize your default landing pages within the site.

Choose to display specific data for the Holdings in your Portfolio with the Portfolio Display. You can also customize the order in which the data columns should display, as well as choose to include or exclude intra-day activity.