Account Details

Click on the Investments Button on the View Client Main Screen and then click on the Icon_VewList.  Or you can expand the Investments Accordion Bar and click on the account in the list.


Account Details provide a list of the assets and positions within the account.

Click to Expand or Collapse
Account Details

You can drill down on any individual asset and view Investment Details by clicking on that asset in the list.

Recalculate Values Button

Click here to recalculate the values for this account.  It is useful if you are traveling and your assistant has updated the account with new data from a download.

See Also