A Look at Investment HQ
We're excited to introduce our recently updated investment portal!
For several years now we've been working towards a consolidated investment portal displaying your investment accounts and your investment returns, but also your financial plan and your progress towards your goals.
Your investment accounts are already displaying in the new portal, but we are in the process of migrating your financial plans and goals over as well.
- To the left on the main screen is your net worth information based upon the data you have provided to us.
- To the left bottom of the main screen is "add an account." This will allow you to link outside accounts or loans for consolidation into your financial plan. (ie: 401(k), HSA, money market, etc)
- On the right side, there will be a consolidated report showing your performance transactions that occurred over the last quarter for your TD Ameritrade accounts.
- Using the icons on the far left of the screen, you will select the 2nd icon. On this screen you will see not only your investment accounts, but also any outside accounts you have manually added in.
In addition to these high-points, you can also run a variety of reports for performance, transactions, and positions for each account you own. Check out the video above for the full walk-through!
We hope this helps on how to navigate a little bit through our new system. We know that things like this take time, so if you have any questions our team will be here to help you answer them.
