Index

C  D  E  I  O  P  R  S  T  

C

  • Capital Gains Report 6.1

D

  • Dividend Report 6.2

E

  • Edit Risk Profile 3.2.1

I

  • Investment Details 5
  • Investments Overview 2

O

  • Open Investments Account 3.1
  • Orders Status - Delete 4.4.2
  • Orders Status - Search 4.4.1
  • Order Status 4.4
  • Overview Widget 1.1

P

  • Place Orders 4
  • Purchase Funds - Existing 4.1.2
  • Purchase Funds - New 4.1.1
  • Purchase Mutual Funds 4.1

R

  • Redeem Mutual Funds 4.2
  • Reports 6
  • Risk Profiling 3.2

S

  • Search Funds to Redeem 4.2.1
  • Start Investing 3
  • Switch Funds - One Time 4.3.1
  • Switch Funds – PSTP (Purchase – Systematic Transfer Plan) 4.3.3
  • Switch Funds - STP ( Systematic Transfer Plan) 4.3.2
  • Switch Mutual Funds 4.3

T

  • Transactions Report 6.3