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

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

    • Justwealth Team |
    • 3 steps |
    • 116 minutes
      1
      Log in to the Justwealth App. If you haven't installed the Justwealth App yet, go to the Apple App Store or Google Play to download it now.
      2
      You will be taken to the Dashboard for all of your Justwealth accounts, with all the accounts listed in the lower portion of the screen. Simply click on the account of your choosing to see the holdings for that account. Note that it may take up to 10 seconds for the screen to refresh with the data for the individual account.
      3
      You will be presented with the Holdings for the account in question, and can toggle to Transactions view if desired.