To View My Dashboard
You can view your account summary on your Home dashboard after logging in.
To View My Portfolio
You can view your portfolio on your personal portfolio tab.
- Click Account in the upper right corner of the screen. Click Portfolio.
To View My Dividends
You can view your dividends on your personal dividends tab.
- Click Account in the upper right corner of the screen. Click Dividends.
To View My Orders
You can view your orders on your personal dividends tab.
- Click Account in the upper right corner of the screen. Click Orders.
To View My Documents
You can view your orders on your personal dividends tab.
- Click Account in the upper right corner of the screen. Click Documents.
Still have questions? Submit a question request or talk to us on Slack.