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My Account > Overview

 

At the top of the page, the Accounts Overview panel includes an asset summary and allocation chart. If you have more than one account group*, the first one will be displayed. Use the tabs to switch between account groups, and the drop-down menu above the allocation pie chart to select a specific account. When you select an account in the Accounts Overview panel, the Account Information panel below will also update.

*An account group is a set of accounts that share an identical 5-character root. For example, the following accounts are in the 12ABC account group:
12ABCL2: CDN margin
12ABCM0: USD margin
12ABC99: RRIF