Welcome to your Dashboard. The dashboard is an overview of your entire account and shows a concise view of all of the information you will need at a glance. For more detail, you can drill down and access further information with a click.
This is what your Dashboard will look like when you first log in to your account:
1. Compact View: click here to change how many rows you can see on your tables
2. Filters: enables you to change which account/s you are viewing, and to filter between services, accounts, and wrappers
3. Page tabs: click through these to take you to each page on the site
4. Your Name: click here to access Your Account, Privacy Lock and Log Out options
5. Wealth
Use the toggles to change the format in which you view your wealth, either as a Pie Chart or as a Bar Chart.
6. Investment Services
Use the toggles to change how you view your investments, either by pie chart or bar chart, and also to see the split of your holdings either by monetary value or by percentage.
7. Wealth Planning Services
View your Wealth Planning Services if you have any subscriptions, or if you would like to find out more about the services we offer click on Learn More.
8. Accounts Breakdown:
Use these drop downs to expand or compact the accounts you are viewing.
9. Today:
a. Use the tabs in your Today section to view Your Movers, Your News, Market Snapshot or Market News to see a quick view of today's changes and updates.
b. Click anywhere in this section to open up further stock information
c. Click on View All to take your through to the Today page where you can view the full information on Today's movements
10. Recent Documents:
a. Click anywhere on the document to download and view
b. Click View All Documents to take your through to the Documents page where you can view the full list of documents you have received.
11. Investment Approach:
Find out which investment approach you are under. Your Agreed Investment Approach takes into account your current circumstances. Learn more about the approach by clicking Further Information.
If you think something may have changed since you last spoke to us, please contact your Adviser.
12. Your Team Contacts:
Your Team Contacts provides contact details for your team, including your Investment Manager and your Partner Responsible. You can also select to "Request Meeting" with your Investment Manager.
13. Advised View:
To activate this Dashboard layout please navigate to your name in the top right hand corner, select Your Account, then Settings, then select Advised View from the drop down option.
Changing your account to the Advised View will edit your Dashboard layout so that you see Wealth, Wrappers, Accounts Breakdown, Today, and with the addition of your Investments broken down by Sector.
Your Wealth sections will stay the same, however Wrappers will enable you to see your holdings split into each wrapper you have for any accounts you can view. This split can be viewed either as a monetary value or as a percentage.
Accounts Breakdown and Today will stay the same in this view.
Investments by Sector allow you to view your investments split into each sector. The bar graph view enables you to hover over each bar to see the split in monetary or percentage value, or view your sector split in a pie chart by clicking the pie chart toggle to the right.