Client Portal

Accessing the Client Portal

The client portal can be accessed here. You will receive login credentials via email.

What is the Client Portal?

The client portal can be accessed for important account information, including:

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Account Balances

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Buying Power

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Trade History

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Margin Requirements

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Position Monitoring

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Account Statements

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Tax Forms

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ACH Setup and Requests

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Trading Fees

Navigating the Client Portal

Dashboard

Your dashboard provides a summary of your account activity and balances.

Note: Most of this data can also be accessed through your trading platform.

The equity chart will show your daily account equity over the month.

The left-hand menu will give you access to your trading information, positions, and account documents (discussed below).

The non-trading activity section will show your latest journal transactions.

The following account data is displayed below and to the right of the equity chart:

T/D Cash ($) – Your current cash position
T/D LMV ($) – Your aggregate long positions
T/D SMV ($) – Your aggregate short positions
Excess ($) – Your funds available to trade with
Requirements ($) – Your margin maintenance requirements
Buying Power($) – Your buying power

Trades

The Trades page will show a record of all of your trading activity and associated fees.

Positions

The Positions page will show your open positions.

Documents

The Documents page will show financial documents, including:

  • Interest Billing
  • Journal Transactions
  • Positions
  • Account Statements
  • Tax Forms
  • etc.