SmartInvestments - Viewing and Editing Investment Positions

Overview

SmartOffice organizes investment position information using content links. From the Investment Position List, select an investment position and then click its content links, which are described in the following sections.

Investment Position Content Links

Note: The content links available to a user depend on the user rights and licenses assigned to the user. Users without the appropriate rights and licenses will not see some of these content links. -

Position Detail (VA Detail for variable annuity positions)

• Subaccounts

(variable annuity positions only)

• Position Performance
• Position History

• Position Transactions
• Account Detail

• Additional Information (variable and fixed annuity positions only)
• Position Liabilities

• Letters/Documents
• Activity/Mail

• Position Custom