The Investments Dashboard will show you how many investment accounts your client or prospect has, the total balance amount for all their investments, and the combined day change value and percentage for each day. Day change indicates the total amount of percentage their investment accounts went up or down from one market day to the next.
The dashboard provides you the most up-to-date account data possible. Typically you will see the previous market day’s closing value the day you login to view your contact's investment activity. In other words, when you login on a Tuesday morning, you are typically viewing Monday’s closing information. The Asset Allocation chart provides a global breakdown of what asset classes all of their investment portfolios fall into. This breakdown will allow you to understand their overall investment picture and where their money is invested, helping you see if their assets are invested to your recommendation.
The Performance chart will display the contact’s overall investment performance over time. Use the date range tools under the chart to isolate particular areas of time to see how their investments perform. The very bottom of the page shows each account individually. Not only will you see the investment accounts you manage, but also any investment accounts they added with the + Add Account feature.
You can add more by pressing the + Add Account button. Notice that advisers can only add property, insurance, and manual accounts. Your contacts can use the Link your account option in their dashboard to aggregate accounts directly from their institutions. If you do not see the investment account(s) you managed, be sure to ask your firm admin to connect those accounts to the contact profile. You can see each individual investment accounts. If you click the triangle shaped button you can expand to see the holdings that make up their investment account including the holding names, symbols, amount of shares, value of combined shares, and the day change for each holding.