You can search for an account using identifiers, balance, order details, and risk parameters.
1. Go to Accounts > Power Search.
2. If applicable, enter the account details for your search, including account name, sales series number, customer name, customer ID, FCM account number, sales series name, sales series ID, account ID, or FCM.
3. If applicable, enter the account balance parameters and contracts with open positions for your search. If you need assistance finding a contract symbol, click the Find Contracts button.
4. If you want to search using order details, click the Show Accounts with Orders matching this criteria check box.
5. Select which orders in what date range for your search.
6. Enter the order details for your search, including order type, duration, state, class, route, route group, exchange, ticket number, and contract. If you need assistance finding a contract symbol, click the Find Contracts button.
7. Select which margin subsystem and daily loss limit values you want to search for.
8. Click Search. When the search is complete, the results are displayed in the search pane.
Clicking the Clear All button clears the fields without saving your entries.