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My Account & Login

Where can I find my account number?

If you are in Client Portal/Account Management, click the Portfolio menu option. Your account number will be to the right of the word Portfolio.Please Note: In case you set up an account alias, it will be shown in the place of the account number in the Portfolio page...

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General Questions

How can I see my portfolio in TWS?

In Mosaic, add a new Portfolio page from the Monitor panel to view P&L, Net Liquidity, Margin, and positions. Adjust position grouping via the Financial Instrument column. Sort positions by clicking the column name. View account info in the Account window, accessible via the Account in your portfolio or the Account menu. In Classic TWS, access your portfolio via the Account menu. Further details on managing your portfolio are available in our online guides.

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