October 29, 2018 Personal Wealth Client Guides Setting up NBIN MyPortfolio+ Published: October 29, 2018 Setting up NBIN MyPortfolio+ to Show Consolidated Assets upon Login Step 1: Select Profile in top-right corner Step 2: Click Customizable Pages Step 3: Select “My page” in drop-down menu next to “Choose your home page:” Step 4: Select Ok to save selection Step 5: Next to “Select your template for “My page”:”, select “Account template” from the drop-down menu Step 6: Click Ok to save selection Step 7: Click “My Page” to go to home screen Step 8: On the left-hand side of the screen, select the box next to All accounts and hit Ok to see all PWL accounts consolidated in the summary section. The total under “Total cash and investments” is the value of your consolidated holdings.* —— * Note: this value may differ from PWL’s consolidated holdings if you hold GIC’s. Accrued interest is included in your PWL performance reports, but not in your NBIN MyPortfolio+ consolidated total. Download Setting up NBIN MyPortfolio+