Help
  Close Window | Menu
Previous | Next   
Help Menu | Glossary    
Mutual Funds: Portfolio Planner

How can I access the Portfolio Planner?
Simply click on the Mutual Funds section in the main menu and select Portfolio Planner.

How do I use the Portfolio Planner?
Click on the 'Let's Begin' icon, which is located at the bottom of the Portfolio Planner start page. This interactive tool will take you through a 6-Step process to help you:

  • Identify your Goals
  • Identify your Investor Profile
  • Build your Portfolio
  • Implement your Strategy

 

Close Window