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PORTFOLIO VIEW & MESSAGING TOUR
Review the numbered points shown on the right of the screen to learn more about this service.
PORTFOLIO SUMMARY CASH ACCOUNTS INVESTMENTS MESSAGE CENTRE PAYMENT TEMPLATE

1. The "Select all / Deselect all" column lets you delete messages you've read by clicking the checkbox next to the message and then clicking "Delete."

2. The "From" column tells you whether the message is a Customer Originated Message or a message from your Private Banker.

3.The "Subject" column shows the subject of the message.

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Fund NAVs
The Review [3.87MB]
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