Holding TabContent also available for tax entities or on our global site.
1 – Click on the ‘Holding’ tab.
To navigate to a holding’s Individual Holding Page:
2 – Click on the holding name if it is displayed in the ‘Recently viewed holdings’ section to load the Individual Holding Page.
2 – Type in the holding name or code in the search bar.
3 – Click on the holding from the search results to load the Individual Holding Page.
To add additional holdings
2 – Click on the ‘Add or Import Holding’ button and navigate to the ‘Add or Import holding page’.
2 – Click on the ‘Add or Import Holding’ dropdown menu button.
3 – From the ‘Add or Import Holding’ dropdown menu, select the method you wish to use to add additional holdings or a Cash Account to the portfolio.
The ‘Add or Import Holding’ dropdown menu:
- ‘Add Holding’ - manually add a holding
- ‘Import from your broker’ - bulk import directly from your broker
- ‘Import from CSV file’ - bulk import from a CSV file downloaded from your broker
- ‘Add Cash Account’
Last modified on August 19, 2021 UTC