Guide to Viewing Your Justwealth Investment Holdings and Portfolio Type for your Accounts | Scribe

    Guide to Viewing Your Justwealth Investment Holdings and Portfolio Type for your Accounts

    • Justwealth Team |
    • 7 steps |
    • 35 seconds
    1
    Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)
    2
    Click "Client Portal" under "Account Access"
    3
    Enter your Email and Password, and click "Log In".
    4
    You will be presented with your Client Dashboard, showing a summary of all your accounts.
    5
    Click the "More' button to show your various accounts.
    6
    A menu will pop up showing your accounts, including the account number and its balance.
    7
    By clicking on any of the accounts, you can view its Performance, Holdings and Asset Allocation. The Portfolio selection for the account is shown at the top right.