How do I see my portfolio?

Viewing and managing your PMA

Daisy Causer avatar
Written by Daisy Causer
Updated over a week ago

Please assist us in improving the Help Centre by rating this article after reading

You can view and manage your InvestSMART PMA online.

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

  • 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?