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.