What is included in calculation of my balance?
Your account balance includes all cash, money market funds, stocks, exchange traded funds (ETFs), mutual funds and options in your account. Margin loans, if any, do not count toward your balance. Balances from separate accounts are not combined in determining the qualification.
Can I get duplicates of my trade confirmations and monthly statements?
If you would like a third party (such as your accountant or tax advisor) to receive a duplicate copy of your statements and confirmations, simply send us the interested party’s name and complete address. The person you have designated will receive a duplicate copy of confirmations and statements by mail. Please see our fee schedule.