Balances & Positions

Know where you stand

At TD AMERITRADE, you get a view of account details so you know precisely how your account is doing every step of the way.

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A combined account view

See your balances and positions across all of your linked TD AMERITRADE accounts to keep track of your net worth with us and your total exposure in any one asset or asset class. Please note: Aggregate totals are not available for use in any single account.

Control over your account view

Modify the display of key details: Choose the order asset types are shown in, separate positions by long and short, and choose the data points you'd like displayed by selecting from preset views or creating your own.

An alternative view

Microcharts provide a quick and convenient snapshot of trading activity across all of your positions. Click the link and get a small one-hour chart for each position you hold. Plus, you can customize the data in your microcharts using Time and Frequency menus.

Aggregate options-related positions and risks

The options exposure view aggregates theoretical options price sensitivity measures (Greeks) in your account by individual options position, its underlying or across your entire options portfolio. These Greek calculations can also be used for options within your customizable position and watch lists.
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Options involve risks and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD AMERITRADE approval. Please read Characteristics and Risks of Standardized Options before investing in options.

If you're a current client, it's easy to apply for options privileges. Simply log on and go to My Profile under Home. On this page, under Trade agreements & routing, click Edit next to Options Trading, print out the Margin/Options Upgrade form, complete the form, and mail/fax to the address on the form.