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The Balances page provides the most detailed view of your Cash Balances, Securities Market Value, and Margin Balances. It also provides the Buying Power using Cash or Margin associated with that account. Notifications of any Margin Calls appear on this page.

These balances are based on prices that are either 20-minute-delayed or most current available. Balances also includes:

  • Bank Deposit Sweep and Money Market Fund Balances
  • Brokerage Cash Balance
  • Margin Balance
  • Cash Account Balance
  • Cash Available for Withdrawal
  • Total Account Value