Home > Account View Overview > Working with the Accounts Page > Working with the Asset Allocation Chart
You may view your portfolio information using the asset allocation pie chart.
The system displays the asset allocation pie chart with the features as follows:
Viewing asset allocation based on category
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Category |
Action |
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Accounts |
Click Account. The system displays the breakdown of your investments in percentage (%) in each account. |
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Account Type |
Click Account Type. The system displays the breakdown of your investments in percentage (%) between qualified and non qualified account types. |
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Asset Class |
Click Asset Class. The system displays the breakdown of your investments by percentage (%) across asset class, such as, global stock, and long-term bond. |
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Investment Type |
Click Investment Type. The system displays the percentage of your investments by investment type, such as Cash and Cash Equivalents, Equities and Options, Fixed Income, Mutual Funds, ETPs and Closed-End Funds, Alternative Investments, Annuities, and Other. |
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Click Security Type. The system displays the breakdown of your investments by percentage (%) across security types, such as, cash and equivalent, equities and options, mutual funds, and bonds. |
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