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  3. Investor Portfolio/Balance History

Investor Portfolio/Balance History - Block Depository/Stock Exchange

How to View and Search Investor Portfolio

  1. In the Main Navigation Menu select Investor Info
  2. Select Investor Portfolio
  3. Search by Institution Name and/or Agent from drop down lists or Search by ID, Name (Investor), and then click the Refresh Icon
  4. Use Quick Search to narrow your search
  5. To export to Excel, click on Excel Icon
  6. To show or hide columns, click on the Column Selector Icon

How to View Investor’s Balance History

  1. In the Main Navigation Menu select Investor Info
  2. Select Balance History
  3. Search by ID, Name drop down list, and then click Refresh Icon
  4. Use Quick Search to narrow your search
  5. To download, click on Download Icon
  6. To export to Excel, click on Excel Icon 
  7. To show or hide columns, click on the Column Selector Icon