Our client portal was designed to make it easier for you to access and manage your account information.
Click here to access your client portal and explore all the great features.
The home page of your portal shows a summary of your portfolio including your holdings, asset allocation, net worth, and capital flows. You can easily see how your accounts are diversified across different asset classes and view the historical trends of your net worth and capital flows over time.
By clicking “+ Add Widget,” you can create your own custom dashboard to view what is most important to you.
The asset allocation page shows you how your portfolio is divided among different asset classes and sectors to help you understand the risk characteristics of your portfolio.
The account performance page shows you how your portfolio has performed over time. It also shows you the performance of each account and by clicking on the blue caret, you can see the value and performance of each holding in your portfolio.
The capital flows page shows a graph of your net investments compared to your portfolio value over time. You can also view cash movements by calendar year and by scrolling down, all of your portfolio transactions. By using the dropdowns at the top of the page, you can view individual accounts over any time period you choose.
The holdings page shows the assets inside of your portfolio and each position’s value, percentage, cost basis, gain/loss amount and percentage, and estimated yield.
The comparative review page allows you to compare the net flows, investment gains, and interest and dividends of all your accounts quickly and easily. You can change the date range or the accounts that you want to compare by using the drop downs on the top.
The accounts page shows the summary of your accounts with account name, amount, and your account number. You can view more detailed information by clicking the three dots to the right of each account. By clicking the blue “Add account” box in the upper right, you can add outside accounts like credit cards and bank accounts, allowing you to keep track of your entire financial portfolio in one place.
To access the contact information for your advisory team, simply navigate to the circle located in the upper right corner of your client portal. From there, select 'Contact us' to view the relevant names and email addresses.
We hope you enjoy the client portal. If you have any questions, don’t hesitate to reach out to your Allworth Financial team.