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Viewing Your Investment and Piggy Bank Balances

How to Check Your Balances and Monitor Performance

To view your investment balances and Piggy Bank progress, follow these steps:

  1. Open the Portfolio Section: Navigate to the Portfolio section from the bottom menu.
  2. Select an Investment Account or Piggy Bank: Tap on the investment account (e.g., ISA, GIA, SIPP) or Piggy Bank you want to view.
  3. View Account or Piggy Bank Details: You will see the current balance, recent transactions, and performance metrics for that account or savings goal.
  4. Monitor Progress: Use the performance charts and graphs to track how your investments or savings are progressing over time. You can adjust the date range to see changes over different periods.

Regularly reviewing your investment and savings balances helps you stay on track with your financial goals.