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Where can I view all of my accounts?
Where can I view all of my accounts?

How to switch between accounts when you have more than one account

Updated over a week ago

If you have multiple accounts, tap the icon in the top right corner of the Portfolio screen that includes the last four digits of your actively selected account.



When you tap this icon, it will pull up your Holding Accounts screen where you can view a list of all your accounts, including their full account numbers and account types.

Selecting one of the other accounts will change your actively selected account.

If one of your accounts is missing, please contact support to correct this.

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