The Accounts menu provides you with point-and-click access to customer account information. When you select one of these commands, a list of your accounts appears in alphabetical order. Scroll through the list to the account you want, and click on it to select it. If the desired account does not appear in the list, type in the account number.
If the command also requires a symbol or a date range, you will be prompted to provide it.
The commands in the accounts menu are:
Summary  (An OverDrive Top Ten Command)
Retrieves customer account balances and positions, priced as of the previous close.  This report combines the Value and Quick Holdings Screens to give you a complete picture of the holdings in the account including security positions priced as of last night, cash and money fund balances.  You can use this command before doing a buy to make sure funds are available, and before a sell to make sure the shares are in the account.
Value
Retrieves customer account balances.
Quick Holdings
Retrieves customer positions priced as of the previous close.
Holdings
Retrieves customer positions with more detail.
History
Retrieves customer account activity for any period in reverse chronological order.
History for Symbol
Retrieves customer account activity for a given symbol, buys, sells, splits, and distributions. Very useful for evaluating the performance of a position.
Future
Displays customer future account activity.
Master
Retrieves detailed customer account information (address, phone, tax id,...).
Positions
Retrieves customer account balances, positions, and other information.
Activity
Retrieves customer account activity for any period in chronological order.
Information
Retrieves extensive back-office information about an account.