Widgets

Widgets are tools within your Account Workspace that present different aspects of your portfolio in an easy and digestible way. The widgets available on your Account Workspace may vary based on how the workspace has been configured, but the order they appear on your page can be moved according to your personal preference. Filters and options are also available for some widgets to control the way your information is presented within the widget. To provide you with more detail, some elements of your widget will have tooltips. To view a tooltip, simply hover over an element and more details will present themselves if available.

Note: Information from your widgets can also be available for download in CSV, RAW XLSX, and Formatted XLSX depending on your advisor's settings.