icon for each nickname to open the details menu. You can click Accounts Details, Positions Details, Transaction Details, or Statement Details to display the respective page for the selected account.
Home > Account View Overview > Working with the Home Page > Accounts Summary
The Account Summary section displays information about each account in your portfolio. You may also download transaction data in Quicken format using the Download to Quicken button, including:
Account nickname
Account number
Financial institution where the account is held
Account value
Today's change
Description of each column in the Account Summary section
|
Column Name |
Description |
|
Nickname |
Displays the nickname of the account. To update the nickname, see Settings -> Account Settings page. |
|
Account Number |
Displays the account number. Note: The system displays account number based on the settings in the My Settings page. By default, system displays only last four digits of the account number and masks the rest of the digits. For more information on settings, see Display Settings. |
|
Held At |
Displays the name of the financial institution where the account is held. |
|
Value ($) |
Displays the current value for the account. The total portfolio value is displayed at the bottom. |
|
Change ($) |
Displays the dollar amount of today's change in value for each account. The total change for all accounts is displayed at the bottom. |
|
Change (%) |
Displays the percentage amount of today's change in value for each account. |
Features in the Account Summary section
On the Account Summary section, click:
icon for each nickname to open the details menu. You can click Accounts Details, Positions Details, Transaction Details, or Statement Details to display the respective page for the selected account.
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