The default setting in the suitability system is to show all investments in the list. It is possible to show/hide investments, however.
The user must navigate to the investment they would like to hide from view.
Located in the investment box is the 'Hide Investment' button. The 'Hide Investment' button is outlined in red below, in the screen capture.
If the button 'Toggle Hidden Investments' (located next to the text 'Filter Visibility') has not been selected (i.e. the button is grey instead of light blue), this investment will now be hidden from the list.
To show this investment, click on the button 'Toggle Hidden Investments' again. This button should now change to light blue and the investment will be appearing in the list again.
To show the investment, even when the 'Toggle Hidden Investments' has been selected, the user must select the 'Show Investment', located in exactly the same position where the button 'Hide Investment' is. The 'Show Investment' button is outlined in red below, in the screen capture.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article