Investment summary

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● Because you can have multiple investments in different asset classes, when you return to your ‘Investment’ goal you will automatically navigate to an ‘investment summary’ that highlights the sum of all of your investments.

● To view or edit individual summaries for each investment class, click on the ‘View details’ or ‘Update' buttons next to the asset class title (e.g. Cash & fixed interest).

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Dashboard - first time use

Once you have registered, and every time you return to the site, you will automatically be directed to the dashboard.

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Investment summary

Because you can have multiple investments in different asset classes, when you return to your ‘Investment’ goal you will automatically navigate to an ‘investment summary’ that highlights the sum of all of your investments.

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Financial status

The Financial status form is split into 4 parts and is where you log, view and edit your income and expenditure details.

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