How can I track the performance of my portfolio?

Portfolio reporting is available online 24/7 via your Investor Portal where you are able to view your current holdings, cash account and security transactions, tax positions, brokerage, and fees and other charges deducted from the account. You will be given login access at the creation of your SMA account.

At financial year-end you will be able to access an annual report and summary of all these items to assist you with the preparation of your tax return.