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How does Portfolio View work?

April 26, 2017portfolio view

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How does Portfolio View work?

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It’s simple. After we validate your initial registration, you can, at any time, log in and access your account information. Once there, you can view or print your daily portfolio information, including recent transactions, or view, print or download your latest official statement. If you registered more than one Client Number, you will be able to view similar information for each Client Number.