Dashboard

Once you have successfully logged in to your account, you will be presented with your Dashboard. This is your home on the website and is where you can easily and quickly view all information associated with your account.

There are several features of this page including:

1. Transactions a) The Transactions form allows you to add transactions to your account

2. Portfolio

• The Portfolio widget displays all of your current holdings and values.

3. Portfolio Chart

• The Portfolio Chart widget displays your portfolios value over time to allow you to better see growth in your account.