Configuring Your Layout

To change the layout, click on the drop down menu (the down arrow) next to the associated platform tab (e.g. the “Account” tab).

Then click “Change Layout”.

This will bring up a series of options. Click on the layout you want to select and your tab will re load with the new layout.

Now you can load any component you want in each window by clicking on the drop-down menu (down arrow) in the upper righthand corner of the associated window pane. Choose from orders, positions, or a host of other information.