Your personal portal has preset preferences for the wealth and cashflow areas. You may want to adjust these preset preferences to match your reporting needs.
To adjust the cashflow preferences:
- Click on the Profile arrow on the top right of the client portal.
- Click on Wealth and Cashflow settings.
- Select from the options available
- Once you have chosen the options you want, click Save . The Default is above.
- When you return to your cashflow area you will see your selections in the cashflow view.
- If you want to change the account settings options again, simply repeat steps 1 to 4.