We want you to know all about your investments and what information is out there for you to use.

Account details

• View summaries of your accounts, check your balances, asset allocations, holdings, and activity.
• Check your realized and unrealized gains/losses.
• See your portfolio at a glance, household overview, and projected monthly cash.

Trading

• Buy and sell stocks, mutual funds, and options (self-directed accounts only).
• Check a trade order status.

Transfers

• Transfer money and manage transfers.
• Get a cash advance.
• Send an external transfer or wire.

My documents

• View your statements, letters, notices, and tax documents.
• See your performance reports and trade documents.
• Manage your paperless preferences.

Market & Research

• Check out the Market Overview.
• Utilize Stock, Mutual Fund, and ETF (exchange traded fund) Screeners.
• Review Stock, Mutual Fund, and ETF Research.

Education Center

• Visit the Help Center for frequently asked questions.
• Use our financial calculators.
• Learn more about fixed income investing, general investing, life insurance and annuities and mutual funds/ETFs.
• Improve your knowledge of personal finances and retirement.
• See how you could be saving for college and tax planning.