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Using and managing your PMA
How do I view or manage investments held in my Professionally Managed Account (PMA)?
How do I view or manage investments held in my Professionally Managed Account (PMA)?

Where can I see or monitor my PMA investment portfolio and their value? Tour of InvestSMART site.

Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

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If you have an InvestSMART PMA, you can manage everything via the online platform.

Screenshot of the online platform

Above: Screenshot of the online platform

If you are already invested, view your PMA here.

You can then view:

You can also:

Adding Funds?

Tour of the InvestSMART website

The below video provides a tour of the client login:

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