Your account type (Cash, Margin or Portfolio Margin) can be found in the Account Information section (next to Account Capabilities) of your activity statements or within the Account Type field of the Account Settings page.
Use the button above or follow the below procedure to access recent statements:
- Log in to Client Portal.
- From the Performance & Reports menu select Statements.
- In the Default Statements panel, select Activity.
- Choose any parameters you wish to change (such as Format) and click the green Run Statement button to launch the statement.
Additional Information
- Account Information section in the Reporting Users' Guide.
- How do I upgrade from a Cash to a Margin account?
- How do I downgrade from a Margin to a Cash account?