 It is almost time to unveil our new Portfolio! We hope you're looking forward to seeing our new portfolio tool, which improves upon our current tracking and analytics, making it even easier for you to manage your investments. On Monday, Feb. 3, we will begin rolling out the new experience.
At launch, you'll also be able to try out a completely new feature called Report Card, which shows your portfolio's risk level and compares your portfolio against an optimal portfolio, giving you powerful insight into your holdings and how you're performing against your investment goals.
Before we upgrade Portfolios, here’s what you need to know:
• There will be a scheduled outage where no users have access to their portfolio between Saturday, Feb. 1 and Sunday, Feb. 2 as we upgrade our system. Please note: You may print or download statements up until 11:59pm EST on Friday, Jan. 31.
• Download or print a comprehensive user guide of the changes here, including how-to’s, FAQs, customer support information and more.
• All users will once again be able to access their portfolio beginning 5:00am EST on Monday, Feb. 3.
We can't for you to use our tool and we invite you to review all of the new features here. We'd also love to hear what you think of the improvements. Email us at dailyfinanceproduct@aol.com.
Best regards,
DailyFinance Team
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