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How do I view my investment portfolio through Internet banking?

Curious about Internet banking

How do I view my investment portfolio through Internet banking?

Viewing your investment portfolio through Internet banking will depend on the specific features and services offered by your bank or financial institution. Here are some general steps you can follow to view your investment portfolio using Internet banking:

1. Log in to your Internet banking account using your credentials.
2. Navigate to the section or tab related to "Investments" or "Investment Portfolio." This section may also be labeled as "Brokerage" or "Securities."
3. Select the option to view your investment portfolio or account summary.
4. You may be required to authenticate your identity using additional security measures such as onetime passwords or security questions.
5. Once you gain access to your investment portfolio, you should be able to see an overview of your holdings, including the types of investments, their current values, and any changes in value or performance.
6. Depending on the features provided by your bank, you may be able to view detailed information about each investment, such as transaction history, purchase price, current market value, gains/losses, and any dividends or interest earned.
7. Some Internet banking platforms also offer tools and resources to analyze and track your investments, such as charts, performance graphs, and research materials.
8. You may have the option to customize the view of your investment portfolio based on your preferences, such as sorting investments by asset class, sector, or account type.
9. Take note of any options available to make changes or adjustments to your investment portfolio, such as buying or selling securities, setting up automatic investments, or updating your investment preferences.
10. If you have multiple investment accounts with the same bank, ensure you can navigate between different accounts or portfolios if needed.

It's important to note that the specific features and functionalities available for viewing your investment portfolio may vary depending on your bank and the types of investment accounts you hold. If you're unable to locate the specific option or have any questions, it's recommended to contact your bank's customer support or investment services department for guidance and assistance in viewing your investment portfolio through Internet banking.

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