Web Dashboard Gets A Facelift

We’re not above getting a little face lift—and that’s exactly what we did… to our web dashboard. There are various improvements to make your visual, and usability, experience even better. In case you don’t spot them all right away, we made a list.

1. Profile

Navigation
Settings

Find all sorts of new ways to configure your account, without going through the API, because they’re all in your dashboard now!

Navigate there by clicking your profile image and then selecting “Settings”.

  • View your name, address, and phone on file in the Profile section or adjust other settings.
  • Security allows for password changes and 2FA encryption to keep your account secure.
  • Account Configuration is where you can make other big decisions, like whether you want to turn-off (or turn back on) short-selling on your account. You can also choose between paper and live accounts here! All of these configuration details can be adjusted via API, or from your handy new dashboard view.
  • Last but not least, upload a cute pic to represent you while you trade (if you so choose).

2. Banking

Bank Transfer
Deposit Modal

Got a live account? Lucky you! Banking pages just got some major upgrades. Thanks to user feedback, the design has been clarified. You now have the option to simply click “$5,000” (or $2,000 or $10,000) and instantly, that is the amount that will be sent. No more manual typing and/or extra steps with this shortcut! One click to open, one click to choose your transfer. Get back to trading in no time.

3. Activities

Account Activity

You might know Account Activities from the Account Activities API—but now it has its own page in the web dashboard. Take a look at all of your trades, transfers, dividends, and more from a single page. Plus, use filters to find the exact transactions you’re looking for. Tracking your trading just became even clearer.

Have more requests or another area of the dashboard giving you strife? Send us an email—we can’t wait to hear from you. In the meantime, happy trading!


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Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.This is for illustrative purposes only and is not an offer, solicitation of an offer, or advice to buy or sell securities.

All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns.

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