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Viewing Account Balances

Monex USA Online makes viewing and managing your holding accounts a quick and intuitive experience.

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Written by Maurice Killion

There are two areas where your holding account balances and details are shown:

  • In the Balances module on the dashboard

  • In the Holding Accounts page, which you can go to using the navigation menu

Balances Module

The Balances module displays the balances for your holding accounts, Forwards, and Market Orders.

  1. Locate the Balances module on the dashboard.

  2. Under Holding Accounts you will see the balances for your various holding accounts.

  3. Select a listed currency to see its balance, or select More to view the details and transaction history for all accounts.

Holding Accounts Page

The Holding Accounts page displays the balances and transaction histories for all your holding accounts.

  1. From the dashboard, locate and select the Holding Accounts link in the side navigation menu.

  2. To see a specific account, select one of the currency options listed in the currency column or "Account Details"

  3. If viewing a single currency, you will see your current balance along with the options to make a payment with that currency, buy more of it, or sell it.

  4. By selecting the filter option next to the search bar, you can choose to see specific types of transactions, transactions made in a specific time period, and the running balance during that window.

To return to the dashboard, select Dashboard listed in the side navigation menu.

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