Total value of shares and ETFs
Some brokers offer lower commission rates if you have a higher account value, so knowing how much is in your account can help us calculate how much your total commissions will be for your share trading. There are also some brokers that will charge a platform or custody fee that is a percentage of the shares you hold or your total account value.
If this is a new account: you can estimate the amount of shares you plan to buy in the account, or simply use the full value that you plan to put into the account, less any amount of funds you plan to purchase.
If you plan on transferring another account in full: you can simply use the total value of shares and ETFs in the account you plan to transfer.
If you plan on partially transferring another account: you can use the value of the shares and ETFs that you plan to transfer.