If you open Client Portal on your mobile device, you can see your Account Window by selecting "Home" followed by “Top Portfolio Positions”. Tap on the ‘arrow’ icon in the upper right corner to display additional information related to the section. On the top of that screen you will see a row with your account’s Net Liquidation Value, Daily P&L, Unrealized P&L, etc. Scroll to the right and the tap on the plus (“+“) sign. The screen with your account balances will open and will display your Available Funds, Current Excess Liquidity, SMA, Overnight Available Funds, Day Trades Left, etc.
Where are my account balances when I open Client Portal on my phone?
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