Your brokerage
experience, simplified

Place a Trade: 

• In the top navigation, click Transactions and choose the trading option you need from the dropdown. 
• Alternatively, on the Accounts page, find your brokerage account and click the three dots next to it. Choose your trade type from the menu. 

Check Order Status: 

• Go to the Accounts page, find your brokerage account, and click the three dots. Select Order Status to see recent trades.  
• Or, go to the Activity page and click View Open Orders for the latest information. 

Update Pricing: 

• On the Dashboard or Accounts page, click the refresh icon next to your brokerage account to see updated balances with 15-minute delayed pricing (during market hours). 

View Gain/Loss Information: 

• Head to the Taxes page and find your Unrealized and Realized Gain/Loss details in the Cost Basis table. 

Check Tax Lot Details: 

• On the Dashboard, Accounts, or Taxes page, click any holding in your brokerage account. This opens a detailed view with a Tax Lot Details option for more information. 

View Projected Cash Flow: 

• On the Accounts page, click the three dots next to your brokerage account and select Projected Cash Flow. 

Set Dividend & Capital Gain Method: 

• Click the Profile Icon in the top navigation, then select Dividends & Capital Gains in the flyout menu. 

Set Cost Basis Method: 

• Click the Profile Icon in the top navigation, and choose Cost Basis Method from the flyout menu. 

Manage Brokerage Notifications: 

• Click the Profile Icon in the top navigation, and select Alerts & Notifications from the menu. 

Stocks, ETFs, Mutual Funds:

• In the top navigation bar, click Research, then select Quotes & News. 

Fixed Income Research: 

• In the top navigation bar, click Research, then choose Fixed Income Research. 

Place a Trade: 

• iOS: 

  In the Transactions menu, choose Trade under Brokerage. 
• Android: 

  In the Menu, select Transactions, and choose Trade under Brokerage  

Check Order Status and Transaction History: 

• iOS & Android: 

  Go to the Activity menu, where Brokerage Order Status is displayed, and Transaction History is right below it. 
  

Update Pricing:

• iOS & Android: 

  Coming soon – updated balances with 15-minute delayed pricing (during market hours)

View Gain/Loss Information: 

• iOS & Android: 

  In your brokerage account details, scroll down and click Gain/Loss. 
• Check Tax Lot Details:
  iOS:

  In your brokerage account details, select a holding and then click View More Details. This opens a detailed view with a Tax Lot Details option for information.
• Android: 
In your brokerage account details, select a holding, click View Fund Details and then View More Details. This opens a detailed view with a Tax Lot Details option for information.

View Projected Cash Flow: 

• iOS & Android: 

  In your brokerage account details, scroll to the bottom and click Projected Cash Flow. 

Set Dividend & Capital Gain Method, Cost Basis Method, and Brokerage Notifications: 

• iOS:

  In the More menu, click Profile, and select Cost Basis Method, Dividends & Capital Gains, or Alerts & Notifications. 
• Android:

  In the Menu, click Profile, and select Cost Basis Method, Dividend & Capital Gains, or Alerts & Notifications.

Stocks, ETFs, Mutual Funds:

• iOS:

  Go to the Research menu, and click Quotes & News.
• Android:

  In the Menu, click Research, and select Quotes & News.

Fixed Income Research: (Not available on Mobile App)