Navigating your Personal Portfolio

1. To access your personal holdings, click the "Accounts" drop down at the top of the page. 

Once you've selected a portfolio, you can search through and filter companies that this portfolio has holdings in.  In the below screenshot, the "Emily Wilson's Portfolio" holds securities in multiple organizations. You can search for the portfolio companies through the "Search" bar.

2. Click the company to enter your holdings page in that corporation. You can click the drop down by your holding to view details about it. 

3. Options Grants, for instance, can also be exercised from this page.

More about how to exercise option grants can be viewed here.

Was this article useful? Thanks for the feedback There was a problem submitting your feedback. Please try again later.