Investment Details Page: Holdings Tab

From the Investments page, you can click on the Fund name to view all related information organized in tabbed format. The Holdings tab includes the holdings of a fund. Holdings will be visible on this tab provided they meet one or both of the criteria below:

  1. You have investments in the holding of the fund.
  2. You have been assigned view access to the fund.

TIP: For more details, refer to Fund Details: Holdings

NOTE: Proper configuration is required in order to view holdings on the Investment Details Page: Holdings Tab.

Click on the Holdings tab, to see the Fund Holdings details visible under the investment tiles. If you have investments in the holding you will be able to see your financial data and documents for that holding.

NOTE: If the investment you are viewing is a Holding, you won't be able to see any investment documents or data unless you have investments in it.