Comparing accounts

Compare two accounts side-by-side with the Compare Accounts tool.

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. From the Accounts spreadsheet, select the two accounts you want to compare by checking the boxes to the left of the account names.

4. From the Action menu, point to Reports, then click Compare Accounts. The comparison is created and the accounts appear side-by-side.

5. The report is divided into three main areas: X-Ray, Performance, and Holdings. Navigate through the report by clicking on the headings in the left-hand column.

Tip: Click to create a PDF, client-ready report.