How do you view the investments associated with a Provider/Platform?

Modified on Mon, 20 Apr 2020 at 10:20 AM

The user must navigate to the provider/platforms which the investments are associated with.

Located in the provider/platform box is the 'View Investments' button. The 'View Investments' button is outlined in red below, in the screen capture.

Once selected, the provider box will be extended and all the funds/portfolios associated with this investment will be listed underneath in a table. 

To expand the investment, and to view more information, there is a circular white 'i' logo located on the right of this investment; once this is selected, a pop-up box will appear that will display all of the investment's details. An example of this is shown below.

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