How can I view and change my investment details?

From your computer

Log into your account to view your current holdings and transaction history in the “Investments” section. You can also select a different portfolio by clicking "Change my portfolio".

From your mobile device

Log into your account through the mobile app to view your investment holdings and transaction history in the “Accounts” section. You can also click through to "View portfolio", where you can select "Change my portfolio" to choose a different portfolio.