Application Header

Account Information

Shared accross the application, the header section displays informations related to the selected account:

• Reference currency
• Inception date
• Mandate type

Data selectors

Account selector

If you have access to multiple accounts. you can use the account selector dropdown menu to switch between these.

Currency selector

Use this dropdown menu to select the currency used to display positions data on the account summary and holdings pages.

As-of date selector

Use this datepicker to display positions data as of a specific date on the account summary and holdings pages.