etrade

customize accounts view

3 steps

deposit a checkset up money transferplace a stock orderlog in with two
Your agent can search this library too. Lazyweb CLI →
1 Step 1

Investment account dashboard showing total assets and day’s gain, with quick market index performance (Dow, Nasdaq, S&P 500) and a linked brokerage/stock plan account summary including net account value, cash, and gains. Includes sections for portfolio movers and portfolio news (empty state) with top search/more actions and bottom navigation for accounts, watch lists, trade, markets, and menu.

2 Step 2

Investment brokerage account dashboard showing total assets, major market index performance (Dow, Nasdaq, S&P 500), and an individual brokerage account summary with net account value, gains, and cash. A top overflow menu lets users hide balances or customize the view, and sections for portfolio movers and portfolio news display empty states when there are no positions or updates.

3 Step 3

Customization modal for a finance/investing dashboard that lets users toggle visibility of content modules (portfolio movers, portfolio news, market movers, news feed) and reorder them via drag handles, with an Apply action to save changes. Also includes an account visibility section explaining how excluding/hiding linked brokerage accounts affects what appears in the combined view.