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

Widgets

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

Publishing

• Published Documents
• Mass Publishing
• Set a date range in Publishing
• Filter your list of publishing jobs
• Audit reports

Admin Panel

• Manage Users
• Staged Users
• User Sets

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)