Account 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
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 Today	Displays today's change in value for each account. The total change for all accounts is displayed at the bottom.

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.
Download to Quicken to download transaction data in the Quicken format
The column header, Such as Nickname or Account#, to sort the Account Summary table.

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