Where can I see my account cash balance?

You can view your account's cash balance inside each trading platform.

To learn how positions can affect your cash balance, please click here.


Desktop Platform

Click the blue “Balances”  dropdown menu located immediately to the right of your account number. To learn more about what each line item in the Balances dropdown menu is showing you, please click here.


Web browser Platform

Head to the Portfolio tab . If you have your risk profile chart displayed, then you'll need to collapse it. Your portfolio's cash balance is visible once collapsed.


Mobile Platform

To view your account's cash balance, tap MORE  to launch the platform menu. Next, tap the right-hand half of the account to view your account details. Your cash balance will appear on the bottom left-hand corner of the account details menu. The instructions are illustrated below: