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This menu bar represents the same menu bar found when you're logged into our Account & Trading platform.
To view the details of each section, please select/click the desired menu choice.
The ACCOUNT Menu Tab
[The Account menu has 3 choices: Overview, Detail & History.]
Account Overview will be the first screen that appears when you log into your account. It represents a brief overview of your current account values. There is a 'Message Notification' section which will display current trading information such as any market restrictions, expiration notices and holiday trading schedules. There is also an update section from our clearing firm which would highlight any system enhancements or system notices. Click on the blue message for more details of any message shown. This screen also provides a live snapshot of the most actively traded markets.

The Account Detail screen is accessed by clicking on the 'Detail' sub menu choice and will provide a complete, live, detailed status of your current cash balance, net liquidating value, margin requirements, trading power and open positions.

The Detail screen also provides two (2) 'Action' buttons to expedite the liquidation of open positions. The first action button, 'OFFSET', will bring up an order entry screen already completed and set to liquidate the corresponding open position with a Market order. The second button, 'ROLL', is used to "rollover" a current position to the next contract month and will bring up and order entry screen already completed and set to complete the rollover trade with Markets orders. Once on the order screen, you will have the ability to modify the order, if necessary, and/or submit the order.
The History menu provides an on-line history of your daily account statements. When first opened, the History screen will provide you with your most recent account statement. To view other statement dates, enter the date of the statement you would like to view and click the Submit button to access it.
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