How can I find an account by broker, type or status?

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Dozens of accounts? Filter down to the one you need in seconds.

  1. Open the Accounts page.
  2. Click the + (add filter) button at the top and pick Type, Broker or Status.
  3. Tick the values you want. The list updates as you tick. For Broker, type in the search box to find a broker fast.
  4. Combine filters, for example Type Manual and Broker FundedNext.
  5. Status switches between Active and Archived accounts.
  6. On a phone, tap the funnel button for the same filters in a full-screen sheet.
  7. Click Clear All to bring the whole list back.

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