Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before you Begin
  • Pre-requisites
  • Audience
  • Documentation Accessibility
  • Critical Patches
  • Diversity and Inclusion
  • Related Resources
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Basic Actions
  • Symbols and Icons
  • Post-requisites
• 1 Wealth Management
  • 1.1 Overview Widget
• 2 Investments Overview
• 3 Start Investing
  • 3.1 Open Investments Account
  • 3.2 Risk Profiling
    • 3.2.1 Edit Risk Profile
• 4 Place Orders
  • 4.1 Purchase Mutual Funds
    • 4.1.1 Purchase Funds - New
    • 4.1.2 Purchase Funds - Existing
  • 4.2 Redeem Mutual Funds
    • 4.2.1 Search Funds to Redeem
  • 4.3 Switch Mutual Funds
    • 4.3.1 Switch Funds - One Time
    • 4.3.2 Switch Funds - STP ( Systematic Transfer Plan)
    • 4.3.3 Switch Funds – PSTP (Purchase – Systematic Transfer Plan)
  • 4.4 Order Status
    • 4.4.1 Orders Status - Search
    • 4.4.2 Orders Status - Delete
• 5 Investment Details
• 6 Reports
  • 6.1 Capital Gains Report
  • 6.2 Dividend Report
  • 6.3 Transactions Report
• Index