1. In the left menu, navigate to Investor Info → Investor Portfolio.
2. Click the Account ID drop-down and select the appropriate investor (for this simulation, use Investor A).
3. Click Refresh.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/150012735821/original/Y-WBxEYwhhMMPU9I-VrV48hOgnQf_bipgw.png?1681495821)
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