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

Setting-Up-NBIN-myPortfolio-2

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.*

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* 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.

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