Filtering your wealth items helps you to locate and report on wealth items that belong to different team members (e.g. your spouse) or when you want to isolate multiple investment or lifestyle properties.
To filter your wealth items:
- Click on the Wealth section
- Click on Filter
- Select the team member you would like to view and click ‘Apply’
- You can choose between all investment styles or filter by investment* or lifestyle** property. Click ‘Apply’.
- You can click the Reset button located on the right of the drop down to reset any filters you may have applied.
NOTE: Wealth reports produced will use the filters you have applied.
Logging out of your portal will reset any filters applied.
*An investment property is a property that you purchase to rent out
** A lifestyle property is a property that you may rent out from time to time, but that you also get to use and enjoy.