We are very pleased that our view of the details for Multiple portfolios within the same account is now live on our web platform!
You can now view the performance of your different portfolios in your account area. If we have set up more than one portfolios for your account - for example an MF High Growth GIA and an MF ISA – you can access the multiple portfolio screen from the top right settings menu in your account (gear shape).
There you will be able to see a list of all your portfolios. By clicking on the specific portfolio “ID” number on the left column, you will see a list with your portfolio performance for each day to date.
You will also be able to see the starting and ending value for each day, the daily change and daily, as well as YTD, performance of your selected portfolio.