Account Info

Account Info is a gadget that displays vital metrics of your account such as available cash and option buying power. If you've opened a futures, forex, or spot crypto account, their balances will also be displayed in this gadget.

The following fields are available in Account Info:

Field	Description
Available Funds for Trading	Total funds available to open new positions or trades.
Cash & Sweep Vehicle	Total cash balance, including cash held in the account’s sweep vehicle.
Cash Available for Trading	Settled funds available in the account to place new trades, not including cash tied to open positions or pending transactions.
Cash Available for Withdrawal	Cash currently available to withdraw from the account.
Cash Balance	Total cash held in the account, including both settled and unsettled funds.
Cash Equivalents	Highly liquid holdings, such as money market funds, that convert to cash quickly with little loss of principal.
Crypto Cash	The uninvested cash balance in your spot crypto account, displayed in USD.
Crypto Equity	The current dollar value of your spot crypto positions.
Crypto Net Liq	The total value of your spot crypto account, calculated as Crypto Cash plus Crypto Equity. Click the dropdown arrow to see a breakdown of the two components.
Crypto Trading Fees YTD	The total fees paid on spot crypto trades in the current calendar year.
Equity Commissions & Fees YTD	Total commissions and fees charged on stock trades since the start of the current calendar year.
Equity Percentage	Percentage of the account’s total holdings represented by equity capital rather than borrowed funds, used to help gauge the cushion above a margin call.
Forex Account	Indicates whether the account is enabled for forex trading.
Forex Buying Power	Funds available in the account to open new forex positions.
Forex Cash	Cash held specifically within the forex portion of the account.
Forex Equity	Net worth of the forex portion of the account, combining cash and any open position gains or losses.
Forex Floating P/L	Total profit or loss on open forex positions.
Forex Margin	Funds set aside to maintain open forex positions.
Forex Risk Level	Indicator of how close the forex portion of the account is to a margin call, based on current equity relative to margin used.
Forex Unrealized P/L	Unrealized profit or loss on open forex positions.
Free Trades	Number of commission-free trades remaining in the account.
Futures Account	Indicates whether the account is enabled for futures trading.
Futures BP	Buying power available in the account for futures trades.
Futures Balance	Total funds held in the futures portion of the account, before adjustments for open positions.
Futures Cash	Cash held specifically within the futures portion of the account.
Futures Commissions & Fees YTD	Total commissions and fees charged on futures trades since the start of the current calendar year.
Futures Sweep	Funds transferred between the futures and core portions of the account to cover margin requirements or return excess cash.
Futures Volume MTD	Futures trading volume in the account since the start of the current calendar month.
Intraday Futures Margin	Margin required to hold futures positions while intraday margin rates apply.
Intraday Margin Buying Power	Funds available to open positions during the trading day.
Intraday Futures Margin %	Portion of available funds currently committed to intraday futures margin, expressed as a percentage.
Intraday Liq. Funds	Funds available for intraday trading based on the account’s liquidating worth.
Long Marginable Value	Total loan value of long marginable securities in the account.
Long Stock Value	Total value of open long stock positions held in the account.
Maintenance Requirement	Minimum account equity required to continue holding current positions under applicable margin rules.
Margin Balance	Funds currently borrowed on margin to hold positions in the account.
Margin Equity	Net worth of the margin portion of the account, combining cash, margin funds, and current positions.
Money Market Balance	Funds held in money market positions within the account.
Net Liquidating Value	Total price the account would return if all positions were closed and converted to cash.
Option Buying Power	Funds available in the account to open new options positions.
Overnight Futures Buying Power	Buying power available for futures positions held past the end of the trading session.
P/L Day	Potential profit or loss for the current trading day.
P/L Open	Total potential profit or loss since the positions were opened.
P/L Percent	Potential profit or loss as a percentage of the positions total opening cost.
P/L Year	Profit or loss for the current calendar year.
Regular Futures Margin	Margin required to hold futures positions outside intraday-specific rules.
SVA/Other Purch Money Funds	Supplementary funds available to cover trade costs when buying power is insufficient.
Settled Funds	Cash in the account that has cleared and is available for withdrawal or reinvestment.
Short Balance	Funds currently owed on short positions held in the account.
Short Marginable Value	Combined price of short marginable securities held in the account.
Stock Buying Power	Funds available in the account to open new stock positions that can be held overnight without a margin call. Margin interest can apply.
Total Cash	Combined cash across all portions of the account, including equity, futures, and forex.
Total Commissions & Fees YTD	Combined commissions and fees charged across all trade types since the start of the calendar year.

You can customize the layout of the Account Info gadget. To do so:

Click on the Show actions menu button [ in the top-right corner of the gadget and then Customize gadget.
In the menu that appears, you can add or remove items by selecting a spec and clicking the appropriate action button (Add items or Remove items).
You can re-order the current set of columns by selecting an item you would like to move in the Current Set pane then clicking the Move Up or Move Down buttons.
Once your columns are set, click OK and view your customized Account Info.
If you wish to hide your figures from those around you, consider turning on the Privacy feature. To do so, click on the small arrow @ in the corner of either Option Buying Power or Net Liq & Day Trades and activate the Privacy switch. All the digits in Account Info will be replaced with asterisks.

Charles Schwab Premier Bank, SSB and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Cryptocurrencies offered by Charles Schwab Premier Bank, SSB, are not securities; are not protected by SIPC; are not insured by the FDIC; are not deposits; and may lose value.

All crypto trades are subject to a fee. Minimum fees apply.

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