To View My Dashboard
You can view your account summary on your Home dashboard after logging in.
To View My Portfolio
- Click Account in the upper right corner of the screen. Click Portfolio.
To View My Distributions
- Click Account in the upper right corner of the screen. Click Distributions.
To View My Orders
- Click Account in the upper right corner of the screen. Click Orders.
To View My Documents
- Click Account in the upper right corner of the screen. Click Documents.