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Investment Account Overview View

Investment Account Overview View

Investment Account Overview View:

  1. The "1" marker shows top account details view, where many of the account details can be found.
  2. The "2" marker is just below the buttons used to choose between the views for the account's investment positions ("Overview", "Stocks", "Bonds" and "Options".
  3. The "3" marker shows the location of the view that will show the account's investment positions information.

See also

Investment Account View
Investment Portfolio View
General Transactions View
General Statements View
Statement Reconcile View
Online View
List of View Topics