Portfolio

Instructions

View your portfolio. Display one account or multiple accounts, as well as account segments.

See each position, including last traded price, % change in price and current market value. Add or remove columns by clicking the ellipsis menu (three dots) on the right of the portfolio positions menu. Select an asset to review a chart and quote details.

View a cash holdings summary of your account by currency. From this menu you can also convert currency.

The Portfolio view in Client Portal

View portfolio performance. Sort the time line by selecting seven-day, month to date, one month, year-to-date or one year.

The portfolio performance panel in Client Portal.

View a summary of account balances, including margin requirements and trading limits.

The portfolio balance in Client Portal.

The Impact Dashboard allows you to select your personal investment criteria from 13 Impact values and principles, including:

  • Clean Air

  • Racial Equality

  • Pure Water

  • LGBTQ Inclusion

  • Ocean Life

  • Company Transparency

  • Land Health

  • Sustainable Product Life Cycle

  • Consumer Safety

  • Mindful Business Models

  • Ethical Leadership

  • Fair Labor & Thriving Communities

  • Gender Equality

  

You can also exclude investments across 10 categories:

  • Animal Testing

  • Greenhouse Emissions

  • Business Ethics Controversies

  • Hazardous Waste

  • Corporate Political Spending and Lobbying

  • High Water Usage

  • Energy-Intensive

  • Tobacco, Alcohol and Gambling

  • Fossil Fuels

  • Weapons and Gun Manufacturers

The impact dashboard in Client Portal.

 

Additional Resources