StreetSmart Edge® helps you manage your account balances with quick and easy access to a wide range of totals and available funds designed to help you find what you need, when you need it.

First, please review these important disclosures.

In this guided tour, you'll learn how to access important balance details like funds available to trade or withdraw, margin equity and requirements, and buying power details that are conveniently broken out by type of security.

You'll also learn how to display and customize the balances bar, to provide at-a-glance access to your favorite up-to-the-minute data.

Let's get started!

If you have more than one account, first verify that you're viewing the desired account.

Let's switch to a different account on the list

Now that you have selected the desired account, access Account Details from the Launch Tools menu.

You can click the Balances tab to view account balances.

The Balances tab provides up-to-the-minute balances and helpful totals to plan your trading strategies.

Your balance data is updated every minute and after each transaction.

Information is arranged in logical categories based on common tasks.

View your total account value and the change since the previous day's close.

Funds Available shows your balances available to withdraw or trade with cash, or with cash and borrowing for margin-eligible accounts.

Cash, margin, and short balances are conveniently displayed to help you manage your account.

Scrolling down the window displays additional balances.

For options-approved accounts, your long and short market balances are displayed here.

In margin-eligible accounts, margin and equity requirements are calculated for you.

Let's look at Buying Power Details.

In margin-eligible accounts, the Buying Power Details window helps you plan your trading strategy more efficiently.

It provides a breakdown of maximum buying power by type of security based on the available cash and margin in your account.

Now, let's take a look at the Balances Bar.

With a simple click of your mouse, you can show or hide the Balances Bar for secure, easy access to key account balances.

The Balances Bar provides an at-a-glance look at the important account details with updating balances.

Choose to display just the items you want in any order that works for you.

To customize the Balances Bar, you can mouse over and right-click to display the menu of available balances.

Notice that much of the information you just saw on the Balances tab is available to add to your Balances Bar.

To add balances, you can simply select the item on the menu.

The selected item now displays on your Balances Bar.

Now let's say you want to change the order of an item on your Balances Bar. You can simply drag and drop it to a new spot.

In this example we'll drag (move) Cash Balance to the left-hand side of the Balances Bar and make it the first tab.

First, point to the tab you want to move. When you see a red x and an outline around the tab, you can left-click and drag left to the desired position. Release the mouse when you have reached your desired location.

To delete an item, you first mouse over it and then click the x.

If you are concerned with privacy or just need the extra space, you can hide the Balances Bar by clicking Hide Balances.

If you click Show Balances again, the Balances Bar displays complete with any previous customizations you made.

You can customize the background color and font color of the Balances tab. The color scheme displays your custom selections.

We hope you enjoyed this guided tour showing you how to access up-to-the-minute balance information and create a customized balances bar.

For more information on other trading related topics, try these additional resources.