CLIENTSCREEN

Provides a quick overview of an account.

1. At the Portvue menu, type CLIENTSCREEN
2. The following screen will appear prompting you for the accounts you want to view.
   
3. Once you have made your account selection, press F10.
   

The first of four screens will appear:

The first screen provides an account profile, with information about the account's value, management style and primary broker.

4. Using the right arrow key, move to the second screen

The second screen summarizes performance history and year to date realized gains and losses

5. Using the right arrow key, move to the third screen

The third screen shows this year's deposits and withdrawals.

6. Using the right arrow key, move to the fourth screen

The fourth screen shows the accounts encoded trading restrictions.