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Member Access Demo

  
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My Portfolio Home
Contains a Summit message board displaying up-to-date and historical messages relevant to you. Also includes a portfolio summary of all your Summit investment portfolios.

Client Home - Click for larger image
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Portfolio Valuation
Allows you to see the current value of your portfolio and underlying investments. Distribution income payments are also displayed on this report.		Portfolio Valuation - Click for larger image
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Asset Allocation
Displays the % allocation you have to each asset class. 		Asset Allocation - Click for larger image
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Cash Account
Displays the last 25 months transaction history of your cash account. 		Cash Account - Click for larger image
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Pending Transactions
Provides a list of pending asset purchase or sales which impact your cash account and portfolio valuation. 		Pending Transactions - Click for larger image
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Centrelink Schedule
Provides pension members with information to enable Centrelink to assess Social Security or Service Pension entitlements. 		Centrelink Pension Schedule - Click for larger image
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Additional Portfolio Access
Provides the ability to access additional Summit plans you have an interest in (ie Trusts & Superannuation portfolios etc). This function will allow you to monitor plans with different account numbers.		Additional Portfolio Access - Click for larger image


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