View Account Statement

To view your account statement, select Account from the Main Menu. You can also access your account by clicking on Account Info at the bottom of your portfolio page.

To view your account statement

Next Step

1.  From the Main Menu select Account.

2.  View your Account Info, which includes:

  • Account number and type

  • Real-time account Balance, including

    • Net Liquidating Value - the total of all assets (position value and cash deposited with IB) marked to market at the time and price listed

    • Equity with Loan Value - your cash balance combined with the stock market value

  • Margin requirements, including

    • Current Initial - the initial payment required for a margin transaction.

    • Current Maintenance - the amount of funds you must maintain in your account when holding positions, to avoid liquidation. Maintenance margin is updated on a real-time basis, and its value will fluctuate according to market movement.

  • Market value of your account including

    • Cash Balance -

    • Stock Value

    • Option Value

 

 

 
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