How to Access and Navigate the Portfolio Section

To access the Portfolio section in the Yeeld app, follow these simple steps:

1. Open the Yeeld App: Launch the Yeeld app on your device.
2. Select 'Portfolio': Tap on the Portfolio icon located on the right-hand side of the bottom menu bar.
3. Explore Your Investments and Savings: Once in the Portfolio section, you will see an overview of all your investment accounts, including their current balances, total portfolio value, and any active Piggy Banks.

Navigation Tips:

• View Individual Accounts: Tap on any investment account (ISA, GIA, or SIPP) to see a detailed view of that account’s performance.
• Manage Piggy Banks: Create, or manage your savings goals.
• Access Account Options: Use the menu within each account or Piggy Bank to deposit funds, withdraw money, or view transaction history.
• Check Performance: Use the performance charts and metrics to track the growth of your investments and savings over time.

By exploring the Portfolio section, you can stay informed about your financial progress and manage your accounts effectively.