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.
