Once you are inside the site -- select from the left side which feature you would like:

• Select an Account – For multiple account holders – click on the account you want to view.
• Balances –  Summary data on your account – see explanation below
• Portfolio Holdings – Check out stock values and get quotes during the day by clicking on the stock symbol. Click on share quantity to get name of stock.
• History – See details of your account activity.  Click on net amount to get trade price, commissions and net figures.  Covers between 90 to 120 days.

Account Profile – account information and a place to change your password.