How can I select a specific account within Client Portal?

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts once you log in to Client Portal.

The selected accounts for which data will be displayed are shown to the right of the current page name on the Portfolio, PortfolioAnalyst, Order Ticket, Orders & Trades, Reports, Transfer Funds, Transfer Positions and other account specific pages.

You can add and/or remove accounts at any time using the Account Selector. Once invoked, the Account Selector slides in from the right side of the screen:

1. Click on the account number or name in the light blue oval in the upper part of the PortfolioAnalyst, Reports, Transfer Funds or Transfer Positions pages to populate the Account Selector.
2. Select the account(s) to include, and de-select any accounts whose data you want to exclude.
3. Click the funnel icon to filter accounts displayed by the account type.
4. Click the wrench icon to configure columns (add or hide).
5. Click RESET to de-select all account and start fresh.
6. When finished, click CONTINUE to close the Account Selector.

Find more information on using the account selector in the Users' Guide.