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How do I see my portfolio?

Viewing and managing your PMA

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

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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.

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