The Advised Advantage: Your progress report at your fingertips
When it comes to your portfolio, it’s important to have access to timely, up-to-date information.
Keep an eye out for our new progress report. It provides an overall picture of your performance and activity to date. And best of all, you can access the report at any time with the click of a button, right from your dashboard.
What’s on my progress report?
Your report includes a current snapshot of your:
- Progress to date against goals, along with your likelihood of success.
- Activity for a rolling 12-month period, including balance details, contributions, withdrawals, and investment returns.
- Current asset mix.
- Accounts supporting your goals.
How do I access my report?
Select Generate progress from the Plans & Reports tab of your dashboard. To save the report for your records, simply download it to your desktop.
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Past performance is no guarantee of future results.
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