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

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

Above: Screenshot of the online platform

If you are already invested, 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

You can also:

• Change/Modify your portfolio allocations

• Add funds

• View or change Investment Preferences including:

  • Bank Account Details

  • Regular Contribution Plan

  • Income Sweep

  • Regular Withdrawal Plan

• Make a withdrawal

• See a history of your requests

Adding Funds?

See How can I add funds to my investments?