Skip to main content

How do I see my Wealthbuilder portfolio?

You can view and manage your Wealthbuilder Account online.

If you are already invested, visit the Dashboard section of the website to view:

  • Investment Summary

  • Current Holdings

  • Goal trackers

  • Transactions

  • Dividends & Interest

  • Deposits & Withdrawals

  • InvestSMART Fees

  • Allocation Preferences

  • Investment Preferences

Your portfolio data is updated daily. Please note, you will always see the previous days closing values.

Did this answer your question?