How do I search my Investments?

You can search your investments from the asset table.

  • Select Search (When viewed on a mobile device, ‘More options’ will need to be selected first)
  • Select the Portfolio or all current investments
  • Enter the criteria you wish to search on
  • Description
  • Type
  • Symbol
  • Reference ID
  • Select Zero Positions to include empty Investments
  • Select Search.

The results will be displayed.