Holdings

Value and performance of portfolio holdings, also summarized by asset class, account and account type. Drill down to activities for individual holdings.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Holdings widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Holdings widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

For information on linking an external account, please click here.

Note: To switch accounts return to the PortfolioAnalyst overview page and use the account selector.