Account Overview


Summary

Account Management

Keep a close watch on your assets, buying power, trading activity and more. Our intuitive interface puts you in command of your portfolio.

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Max IT

Maxit Tax Manager

Keep track of tax obligations across your accounts and understand potential tax ramifications before you decide to place your trades. This handy tool does it all with a few clicks of your mouse and is another must-have for any serious investor.

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Gains and Losses

Gain/Loss

Check on your overall trading performance plus realized and unrealized gains. You'll get everything you need to keep your eyes on the prize.

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Account Records

Records + Sharing

See records of past activity in your account, download account data for printing or to import into accounting software or Excel, and grant loved ones secure access to your account. We make it all a piece of cake.

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Transfer Funds

Transfer Money

We make moving money into and out of your accounts safe and easy. You have four funding methods to choose from: Wiring funds, ACH transfer, sending a check, or transferring your account from another broker (ACAT). And when it is time to reap rewards, withdrawals are fast and simple, too.

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Find Out For Yourself

Start Trading

We think once you discover all we have to offer, you'll know we're the right broker for you.

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