Client Zone

Client Zone

• What information will I see in the client zone?

  In the client zone you will find an overview of your portfolio, including current value, performance, and transaction history. You can also manage your investment settings, set up regular deposits, and access your tax documents.

• How to time new deposits, withdrawal requests, or requests to change portfolio type?

  New deposits, withdrawal requests, and portfolio type changes can be submitted at any time in the client zone. They are processed on the next trading day.