The Investment Library

VIDEO: The Investment Library
This video walks you through how you can save information within your Investment Library about the underlying investments (e.g. individual funds, model port...
Tue, 18 Sep, 2018 at 11:44 AM
What is the Investment Library?
The Investment Library can be accessed from your dashboard by clicking on investments & providers > investment library, and allows you to save inform...
Tue, 11 Dec, 2018 at 11:08 AM
How do I add an investment to the Investment Library?
This is really easy. From your dashboard click investment & providers > investment library. The investment library looks like this. There are two ...
Tue, 11 Dec, 2018 at 11:09 AM
How do I clone an existing investment?
When adding your investments to your Investment Library, rather than creating the investment anew each time you may find it quicker to use an existing inves...
Fri, 7 Sep, 2018 at 1:13 PM
What risk rating should I apply to the investment?
We have deliberately left this field as a free text box so you can enter a number or descriptive word e.g medium as per your preference.   Donning our c...
Thu, 6 Sep, 2018 at 11:01 AM
How do I hide an investment?
You can hide an investment and in turn remove it from possible selection when creating a current or recommended investment strategy by unchecking show. ...
Fri, 7 Sep, 2018 at 1:15 PM
How do I share an investment?
Administrators of Company or Group Plans can share their investments with other account users or linked accounts via their Investment Library. To share an i...
Fri, 7 Sep, 2018 at 1:18 PM
Why can't I edit an investment in my Investment Library?
You can only edit investments belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). However, you will ...
Thu, 16 Aug, 2018 at 12:17 PM
Is there a limit on the number of investments I can save in my Investment Library?
No. You can save as many investments as you need within your Investment Library.
Thu, 16 Aug, 2018 at 12:17 PM
Why are the investments in my investment library colour coded?
The investments within your investment libarry are colour coded so you can quickly identify who has created and owns them: purple belong to your group, oran...
Thu, 16 Aug, 2018 at 12:17 PM