Available to ALL USERS.
The Accounts option provides a high-level dashboard view of the active investment account(s) you hold with us, including the valuation at the last available valuation point.
The valuation point is made up of priced and un-priced units.
The doughnut chart shows the breakdown of assets within the account. Hover over each section of the doughnut to view the name of that asset and its value as shown below. If you select View Account this will take you to a more detail breakdown of the account.
1. If you have selected View Account you will see a full breakdown of each fund held in the account along with the latest transaction. From here you can also view transaction history and place a trade (if you have the relevant permissions).
2. You can select an account from the menu bar, this will open the View Account screen for the selected account
3. You can also access Documents from the menu bar