Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Personal Wealth Setting up NBIN MyPortfolio+ Download this Document Published: 2018-10-29 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 this Document Contributors Susan Daley ,CFA, CFP, Portfolio Manager Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices. IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login PWL Wealth Centrenew My Portfolio + FR
Susan Daley ,CFA, CFP, Portfolio Manager Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.