Account Management
Manage your brokerage account, orders, and settings
Buying Power
$24,500.00
Margin Available
$50,000.00
Account Value
$127,845.32
Pending Orders
3
| Date | Symbol | Type | Side | Qty | Price | Fill Price | Status |
|---|---|---|---|---|---|---|---|
| Mar 22, 2026 | AAPL | Market | Buy | 10 | $178.72 | $178.72 | Filled |
| Mar 22, 2026 | NVDA | Limit | Buy | 5 | $860.00 | — | Pending |
| Mar 21, 2026 | TSLA | Market | Sell | 15 | $252.30 | $252.28 | Filled |
| Mar 21, 2026 | META | Limit | Buy | 8 | $498.00 | — | Pending |
| Mar 20, 2026 | GOOGL | Market | Buy | 20 | $140.50 | $140.48 | Filled |
| Mar 19, 2026 | AMZN | Stop | Sell | 10 | $170.00 | — | Pending |
| Mar 18, 2026 | MSFT | Market | Buy | 5 | $375.20 | $375.18 | Filled |
| Mar 17, 2026 | V | Market | Sell | 25 | $278.40 | $278.38 | Filled |
| Mar 15, 2026 | JNJ | Limit | Buy | 30 | $155.00 | $155.00 | Filled |
| Mar 14, 2026 | JPM | Market | Buy | 50 | $194.80 | $194.82 | Filled |
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| Mar 22, 2026 | Buy 10 AAPL @ $178.72 | -$1,787.20 | — | $24,500.00 |
| Mar 21, 2026 | Sell 15 TSLA @ $252.28 | — | +$3,784.20 | $26,287.20 |
| Mar 20, 2026 | Buy 20 GOOGL @ $140.48 | -$2,809.60 | — | $22,503.00 |
| Mar 18, 2026 | Buy 5 MSFT @ $375.18 | -$1,875.90 | — | $25,312.60 |
| Mar 17, 2026 | Sell 25 V @ $278.38 | — | +$6,959.50 | $27,188.50 |
| Mar 15, 2026 | Buy 30 JNJ @ $155.00 | -$4,650.00 | — | $20,229.00 |
| Mar 14, 2026 | Buy 50 JPM @ $194.82 | -$9,741.00 | — | $24,879.00 |
| Mar 12, 2026 | Dividend — AAPL | — | +$11.25 | $34,620.00 |
| Mar 10, 2026 | ACH Deposit | — | +$5,000.00 | $34,608.75 |
| Mar 05, 2026 | Wire Transfer Deposit | — | +$10,000.00 | $29,608.75 |
Monthly Statements
February 2026 Statement
Generated Mar 01, 2026
January 2026 Statement
Generated Feb 01, 2026
December 2025 Statement
Generated Jan 01, 2026
Tax Documents
1099-B Consolidated (2025)
Generated Feb 15, 2026
1099-DIV Dividends (2025)
Generated Feb 15, 2026
Trade Confirmations
Confirm — Buy 10 AAPL @ $178.72
Mar 22, 2026
Confirm — Sell 15 TSLA @ $252.28
Mar 21, 2026
Personal Information
Linked Bank Accounts
Chase Checking
****4521
Bank of America Savings
****8834
Beneficiaries
| Name | Relationship | Allocation | |
|---|---|---|---|
| Sarah Mitchell | Spouse | 60% | |
| James Mitchell | Child | 40% |
Notification Preferences
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