Client Portal Access.

Client Overview 

-Overview of all your accounts. You can select which account you would like to view under the Accounts section with the drop down box called “Investment”  

-View your Net Worth 

-Add account 

-Account Preferences 

-Net Worth (year to date) Graph, including Assets and Liabilities  

-Current Transactions (income and expenses past 30 days) 

Personal Finances 

-Current market value 

-Transaction Summary (Beginning Market Value, Net Contributions/Distributions, Income Received, Market Value Change, Ending Market Value} 

-Inception return (from date to date) 

 *Top Left Menu 

-Summary – Transaction summary, Portfolio value vs. net amount invested graph, Asset Category Allocation and details, Asset Class Allocation and details 

-Performance – Performance Summary and Graph  

-Positions – Color coded bars for each tab including the following, “Asset Class”, “Management Style” and “Registration” 

Reports 

-Run reports from a multitude of categories 

 Document Vault 

-The ability to add files/documents (drag and drop files or browse your files on your computer by clicking the button “Browse Files”) 

-You can also create a new folder to keep document categorized and organized