Where can I find the SMA in Classic TWS and can I add it to my trading screen?

In Classic TWS, you can find your SMA (Special Memorandum Account) in the Available for Trading section of your Account window. You can also view SMA on the trading window by adding the Trader's Dashboard.

To add the Trader's Dashboard:

  1. In the View menu select Trader Dashboard.
  2. Within the Dashboard, right-click anywhere and select Configure.
  3. Click Add Account Data and find SMA.
  4. Select SMA and click OK.
  5. Save by clicking OK on the Trader Workstation Configuration window. You should now see SMA on your Trader Dashboard. 

Additional Information

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