Investor Access Tour

Keeping your balance

Balances by asset category can be viewed separately or combined for all registered accounts. Select an account or “Combined Accounts” from the “Accounts” drop-down menu.

The balance screen provides:

• Your account’s total value allocated to each asset category,
• Net portfolio value from your prior and year-end statements, if available,
• Available funds on deposit,
• Total contributions, distributions and withholdings for retirement accounts, and
• Access to an asset allocation pie chart.

Click here for a detailed description of this screen.

Next: Portfolio Details