You can view all the investments held which are included in your Account online through a single login, even if you have invested in more than one Model Portfolio.

If you are already invested please feel free to visit the My Account section of the website and select My Investments to view: 

  • Investment Summary

  • Current Holdings

  • Transactions

  • Dividends & Interest

  • Deposits & Withdrawals

  • InvestSMART Fees

  • Forms

  • Allocation Preferences

  • Investment Preferences

If you are considering investing with us, please be aware that this is the information available to all clients and it is updated after each trading day. 

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