PWL Capital May 30, 2014 Personal Wealth PWL News & Events Introducing NBIN MyPortfolio+ One key benefit of MyPortfolio+ is the ability to access trade confirmation slips and prospectuses online, in addition to regular monthly statements. This is a bonus for clients who want to be able to access all their information online in one place at any time. You can also sign up to get email notifications when a new document is available. Your account positions are updated in real-time (in addition to previous day-close balances), so there’s no waiting for the PWL Portal to load data from the day before. Market information and news is also available on the portal, including index performance, mutual fund information and performance, individual stock and ETF information. PWL clients can customize their account names to keep track of which account is which. For example, you could type Alice, Bob, Joint, and Holdco for each respective account number. Under the Profile Link, select the “Display” tab and choose which model you would like. Clients can also customize the home page to show a consolidation of all accounts (or a set of specific accounts) as shown in the photo below. Just choose the “Account Template” option in the “Customizable Pages” tab under the Profile link. Dedicated support is available from 8am – 8pm for any technical issues and can be reached at 1-855-844-0172. If you are unsure about any of your investments, accounts, transactions, or statements shown on the NBIN portal, please contact us! Share: Facebook Twitter LinkedIn Email