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View Wallet

1. Login to your account


2. Make your way to the wallet by clicking on your name in the upper right-hand corner on the navigation bar and select Wallet Management from the dropdown menu. 

If using mobile device click on the three horizontal lines in upper right-hand corner for dropdown menu - select Wallet Management

To view your wallet through the Dashboard, follow steps below:

1. Select Dashboard from dropdown menu

2. Right click on your name to drill-through to your wallets and then investments

3. Right click on your name - select Drill through – click Wallets

4. WALLETS - see funds in your wallet compared to how much you have invested. 

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  1. Vanessa H.

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