As an individual, you may be handling investments on behalf of several accounts (partnerships, trusts, individuals, etc.). To assist with managing your investments when you have multiple investor accounts, and you can view your investments separated out by investor account.

=> Select Investor Accounts from the menu

This page shows all investor accounts that have been created for or by you. Selecting one from the list will bring up the investments managed by that investor account.

In addition to the list of investments, there are additional details about the investor account. Click on the name of an investment to go to the detail page.

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].