![]() ![]() If a filter is in effect, it will appear beside the Filters Button. Filtering by asset type works in combination with the Account Selection Dropdown. Use the Asset Type Filter to drill down to a view of one or more asset types. For example: click Market Value to sort by that field, descending. Easily access the analyst rating and recent research report all within your Holdings page.īy default, the Holdings Page sorts your holdings in Balance Sheet Order. You can change the sort at any time by clicking on a column header. Stifel's award winning Research is seamlessly integrated into your Holdings page. When you click on a particular position, it will expand to reveal all the accounts that hold it. If you select multiple (or all) accounts, the Holdings Page acts as an aggregate presentation of the totals and positions across all the accounts. If you use the Account Selection Dropdown to select a single account, the Holdings Page acts as a detailed presentation of that account's totals and positions. ![]() ![]() Tip: Learn more about the Account Selection Dropdown here. Tip: To make it easier to switch between groups of accounts, like "kids" and "retirement", learn how to create Account Groups here. You can view your accounts by selecting a single account from the Accounts dropdown box or you an view them by a particular group of accounts that you have created. To find out more, head to How Often Is My Data Updated? Holdings Page Features Selecting Accounts Data from accounts at other institutions is updated every day. Related: How often is my financial data updated? How much cash is in each of my accounts?.How much of a particular stock do I own in total, across all my accounts? How is it allocated across them?.What is the asset allocation across just my kids' accounts?.You can filter the page by selecting different asset types and account groupings, allowing you to easily answer questions like: The Holdings Page gives you a detailed look at the totals and positions held in one or more of your accounts. ![]()
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