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Mosaic Account Menu

Many commands on the Account menu bring you conveniently into Account Management without requiring further login or security credentials.

Menu Command Description
Account Window Opens the TWS Account Information window.
Account Management Home Logs you directly into your Account Management home page without requiring further credentials.
Close All Positions Submits closing orders for all or a specified percentage of your open positions using the Close Position dialog box. Note that selecting OK immediately sends closing orders for the positions.
Option Exercise Opens the Option Exercise window (for US options only) to exercise options prior to their expiration date, or to exercise options on Expiration Friday that would normally be allowed to lapse.
Activity >
  • Activity Statement - Takes you directly to the Activity Statements page in Account Management.
  • Export Activity - Takes you directly to the Activity Downloads page in Account Management. Export activity to MS Excel, MS Money, Quicken, CapTools, TradeLog, or Gainskeeper.
  • Trade Confirm Report - Takes you directly to the Trade Confirmations page in Account Management.
Performance > Takes you directly to the Portfolio Analyst tool in Account Management.
Risk Reports >

Takes you directly to the risk reports in Account Management including:

Tax >

Takes you directly into the Tax section of Account Management.

Subscribe to Market Data/Research Takes you directly into the Research Subscription page in Account Management.
Set Trading Permissions Takes you directly to the Trading Permissions page in Account Management.
Declare Tax Basis Method Takes you directly into Account Management.
Create Paper Trading Account Takes you into the settings page in Account Management to set up a Paper Trading account.
Change Password Takes you directly into the Change Password page in Account Management.
Transfer Funds/Positions >

Takes you directly into the Funding section of Account Management where you can:

Important Disclosures