Viewing Investment Accounts

This article provides a detailed guide on how to locate investment account.

Updated over a week ago

To view all of your investment accounts, select Accounts from the main menu in the Investor Portal.

After selecting Accounts from the main menu in your portal, you will be taken to a page that looks similar to the example shown below.

From here, you can:

  • Add a new account (individual, Joint, Entity, trust, retirement and brokerage)

  • See the current status of your Accreditation or Identify Check Status.

  • Upload additional documentation regarding an identity check

  • Update your contact details (home address, mailing address, or email)

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