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 accounts. |
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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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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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