Can I trade stocks from within WebPortfolio?
WebPortfolio does not handle security trades directly. If you wish to trade a security, links are provided within WebPortfolio to access the financial institution where you hold the security. 3 Is the market information updated automatically? The latest market information is provided at the time you log into your WebPortfolio account. A manual update can be done at any time by pressing the update button on the bottom of WebPortfolio (shown below), then choosing “get latest security prices,” and clicking OK. 4 Does WebPortfolio gather and track cost basis? WebPortfolio will gather the cost basis if it is provided by the institution in the same location where the holding information is found. Similarly, WebPortfolio will only show adjusted cost basis if that information is provided by the institution. 5 What is the basic structure of WebPortfolio? WebPortfolio is designed with a hierarchy of management, from the Advisor down to the individual holding transactions. The basic structure can
