How can we help you?

Portfolio Workspace

• Set a date range in your Workspace
• Set a reporting currency
• Choose which positions are displayed
• Download workspace data
• Longer loading times
• See when portfolio data was last updated

Documents

• Set a date range in Documents
• Document categories

Notifications

• Active Notifications
• Notification Feed

User Profile

• Add personal information to your User Profile
• Set user preferences
• Set and protect your password
• Two-factor authentication (2FA)
• Notification settings

Widgets

• Download widget data
• Rearrange widgets
• Reset widget filters
• Holdings
• Growth Against Contributions
• Portfolio Summary
• Taxable Activity
• Asset Mix
• Performance Comparison
• Transaction Activity
• Returns Inspector
• Change in Portfolio Value