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BEST Direct Web

Account Status

BEST Direct Web Order Entry

Continually updated Account Status with streaming real-time P/L.

On the left side of the screen, you will see your fund status.

Beg. Balance: The beginning balance of your account from the previous settlement day.

Open P&L: The Profit and Loss of current open positions.

Close P&L: The Profit and Loss of positions that were closed.

Net P&L: The net Profit and Loss – combination of Open P&L and Close P&L

Total Eq.: The current total equity in your account – combination of the beginning balance and your net profit & loss.

Long Opt. Val.: The total premium of all your long options position (coming soon).

Short Opt. Val.: The total premium of all your short options position (coming soon).

Net Opt. Val.: The net premium of all your options position – net of Long Options Value and Short Options Value (coming soon).

Sec. On Deposit: The security deposited at PFG that can be used for margin requirements such as Treasury Bill, Treasury Bond, etc. (coming soon).

Initial Margin: The initial margin requirements for all your current open positions.

M. Margin: The maintenance margin requirements for all your current open positions.

Margin Excess: The excess margin or buying power – this is the amount of funds available to use for adding more positions.

P/L Trade Summary: This is the trade summary of your account – this is the version for BEST Direct.

Account Statement: You will be able to view and print your account statement from here starting from the day your account is open until now.

Direct Web Help File: The help file for using BEST Direct Web.