Selecting Accounts

You can filter and view the Accounts, Positions, Transactions, or Statements pages to a selection of appropriate accounts.

To select accounts

1. Click Select Accounts drop-down menu.

   A list of accounts to select is displayed.

2. Select All Accounts or <account name> to filter the account.
3. Click Select Accounts.

   The selected account(s) is displayed.

Go back

• Working with the Accounts Page