Let’s walk through some of the new features.
View a snapshot of your current investment value and returns. You can find your account number on each page.
View the details of your investment(s) in a table – no more clicking back and forth. You can also export this information to Excel.
You can view your investment performance, together with your account activity, during a certain period. You can also download and print this information.
It’s easy to update your PIR (prescribed investor rate) and phone number in your account settings.
Add Investor Portal to your mobile home screen for simple, secure access anytime.
How to add to home screen