
For Investors: Understanding Your Portal
Glossary terms, understanding statements & more!
6 articles
Written by Lindsay Hodge

Statements: Glossary and Terms
Understand the key terminology on your investor Statement of Account.
Written by Lindsay Hodge. Updated over a week ago
Understanding Investments
View your current investments, both pending and completed.
Written by Lindsay Hodge. Updated over a week ago
Understanding Accounts
Create a new account, view your current investment accounts and update your contact details.
Written by Lindsay Hodge. Updated over a week ago
Understanding Documents
View and download copies of all documents pertaining to your investments.
Written by Lindsay Hodge. Updated over a week ago
Downloading Documents
You can access your statements, tax documents and other reports securely from your investor portal.
Written by Lindsay Hodge. Updated over a week ago
Reading your Statement
Learn how to read your Investor Statement of Account
Written by Lindsay Hodge. Updated over a week ago