Where can I find a list of my assets?
The list of assets can be filtered by portfolio or asset class. The filter settings can be edited in the default view and saved as a new view.
The list of assets can also be exported as an Excel or CSV file via the three-dot icon.
Do you need assistance?
Contact us if you didn't find the answer to your question in the online help or something isn't working as it should. Our online banking support team is available weekdays from 8 a.m. to 6 p.m. and will be happy to help