Welcome to your Investments page:
The Investments page offers a full breakdown of your holdings.
This is what you will see when you click through to your Investments page
Sort columns by clicking the appropriate table heading. Click on a stock name to access further information, charting and transactions. By expanding the stock using the arrow on the right of the row you will be able to access the Investment breakdown.
1. Click the question mark for further information on the Investments page.
2. Click any stock to view stock information
3. Use the drop down to view further accounts that hold this stock
4. Click 'View Transactions' to see any recent transactions that have been made regarding the investment you have clicked on
5. View the exchange rates for any non GBP stocks
6. Click on either Print or Export to print or download the Investments page
2. Stock Information - Accessed by clicking the Stock Decsription
a. Transaction History: click on this tab to view the transaction history of the stock
b. Time scales: click on these to change the view of your stock price chart, ranging from 1 day to 5 years
c. Done: once you have finished looking at the stock information click done to exit out of the card and go back to your Investments page
5. Transaction History:
a. Stock Information: click here to swap into the Stock Information tab to learn more about the stocks performance
b. Filters: use these tabs to change the order of your documents to filter by Account (if you have multiple accounts with us), Service, Wrapper, Transaction, Quantity, Currency, Amount or reason
c. Contract Notes: click here to take you through to the Documents page where you can view the associated contract note for this stock
d. Done: click done to exit out of the Transaction History card and return back to your Investments page
Hover over the price to view the intraday % change on the stock, helpfully colour coded to give a quick indication on whether the stock price has increased or decreased. Intraday pricing is currently available to the majority of stocks on LSE, NYSE, NASDAQ,. It is also available for the majority of European stocks using the CBOE exchange.
