How to generate an investment product research report

Hi ,

Thank you for your query.

To generate the investment product research report:

  • Go to Menu>Portfolio>Portfolio>Products
  • In Search by, look for the product i.e. Vanguard
  • When the list comes up, click on the blue box next to the product

  • On the next page, scroll down to "product research" to generate the appropriate report.

I also made a quick video of the steps, please click on this link: 

Please let me know if I can assist further here.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.