Account Balance

A brokerage account’s balances. It needs a connected brokerage account; see Brokerage accounts.

Schwab account balances: account value, cash, margin and cash buying power, and margin requirement.

What it shows

The account value in the top bar, with when it was last updated, then cash, buying power, and margin figures as the brokerage reports them.

Settings

Configure sets the Brokerage and Account.

Actions

⋮ opens Open Portfolio and Open Orders.