E-Platform
Connection
Account Summary
Application Header
Account Information Shared accross the application, the header section displays informations rela...
Request an Account Statement
Click on REQUEST AN ACCOUNT STATEMENT at the top of the screen to open the statement request dial...
Allocations
At the top of the accounts summary page is the allocations section, displaying: The total AUM of...
Top Holdings
After allocations is the Top holdings section, displaying the 6 largest holdings of the selected ...