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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:
https://www.useloom.com/share/f22f9e13a1574f7d99e622bea781fb45 

Please let me know if I can assist further here.

Sai

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