How do I view my Holdings?

There are a number of ways to locate your holdings on the platform. You can:

• Navigate to Portfolio > Default Account > Holdings. To learn more about how default accounts work, you can read our default account FAQ.

• Navigate to Portfolio > Portfolio snapshot, select the relevant domestic or international trading account and scroll down to find the holdings tab.
  •     If you have multiple portfolios (legal entities), select the desired account under My portfolios.

• Select Holdings under the Popular links section on the right-hand side of the website.