SmartInvestments - Working with Investment Accounts

In SmartInvestments, an investment account contains one or more investment positions. This section describes how the user can manage investment accounts.

Select a topic below for more information:

• Searching for Investment Accounts
• Creating and Deleting Investment Accounts
• Viewing and Editing Investment Accounts
• Validating Investment Account Data
• Account Groups
• Calculating Account Performance
• Merging Investment Accounts
• Other Investment Account Management Features