Recent Searches

No recent searches

    Popular Articles

      Articles
      View all
        Topics
        View all
          Tickets
          View all
            no results

            Sorry! nothing found for

            View investor portfolio

            Created by Oscar Castillo, Modified on Fri, 14 Apr, 2023 at 2:10 PM by Oscar Castillo

                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.

            Was this article helpful?

            That’s Great!

            Thank you for your feedback

            Sorry! We couldn't be helpful

            Thank you for your feedback

            Let us know how can we improve this article!

            Select at least one of the reasons
            CAPTCHA verification is required.

            Feedback sent

            We appreciate your effort and will try to fix the article

            Preview
            0 of 0