You can view your account balances by tapping the Account quick access button. If you are an advisor or have another type of account with client accounts, simply tap the white account field at the top of the screen and select the client account for which you want to view account balances.
Account balances include four pages; simply tap the button at the bottom of the Account panel to switch pages:
You can switch between viewing Total values (the default view), totals for the Securities segment of your account, or totals for the Commodities segment of your account by tapping Total at the top of any page in the Account panel.
The four pages of the Account panel are shown below.
Note: You can also access the Account panel by tapping the Account Snapshot at the top right corner of the screen.