This article explains how you can monitor changes made to your account.
You can use the Activity Timeline to help you track changes made to your account by you, people you grant access to, or our team during the course of managing your investments.
Step-by-Step Instructions
Navigate to Account > Activity Timeline, where you can view the date of changes and the user who made them.
For more information on what you can do with your investor portal, please click here.
👤 If you have any questions or need assistance, you can call or email us. You will find contact information under the "Contact Us" page.