Do you manage multiple accounts? Tired of the clutter? We’ve got the short article for you!
To be clear, what we will explain here will allow you to hide/show accounts in your list of accounts, but if you want to learn how to filter specific positions WITHIN accounts, please click here.
As an illustrative example of hiding/showing accounts, let’s take a look at the account below:
In this example, there are 4 trading accounts displayed in the list: a Cash account, a Roth IRA, a Traditional IRA, and a Margin account. Let’s say we want to clean things up and hide the IRAs while we manage the Cash and Margin accounts.
The general platform Settings menu is the first place we need to go. Once you’ve opened the Settings menu, please navigate to the “ACCOUNTS” module on the left-hand side. Then, make sure that you have navigated to the “ACCOUNTS” tab within the “ACCOUNTS” module. Once there, you will see a list of trading accounts linked to your username with colored dots immediately to the left of each entry. Clicking the colored dot next to an account will make the dot turn gray and empty, which indicates that the account has been hidden and will no longer be displayed in the list on your platform. When you are finished changing these settings, just click OK in the bottom right-hand corner of the Settings menu and you are good to go!
Voila, your account will now only display the remaining two accounts. To restore your settings simply return back to the settings menu and reselect the colored dots to the corresponding accounts.