What are Filters?
Filters are available in myKillik to make viewing your account/s easier. The Filter tool helps to split out the different accounts, services or wrappers, making it easier for you to view your account exactly how you want to.
How do I use Filters?
Filters are automatically set to 'Show All' so that everything is available for you when you first log on. If you have applied multiple filters, selecting 'Show All' is the best way to then reset your account back to default.
Accounts:
Use this filter to select the accounts that you wish to view. This enables you to view accounts individually, or together in any combination you wish.
Services:
Use the Services filter to view the investments held in the selected service/s. You can have multiple filters applied, allowing you to view multiple services at one time.
Wrappers:
Filter your Wrappers so that you are viewing the investments held in your ISA, Main, or SIPP account, on their own or in any combination you wish.
On the Killik app, the same filter options can be found by selecting the below icon.