Explore the new features
Lists the strategies in the portfolio and allocations by percentage and value. The table can be sorted and filtered by a number of fields.
Rate of return (ROR)
Provides the rate of return for 12 months (before fees) on each of the strategies in the portfolio.
Shows the holdings of each strategy within the account by percentage and shares owned. Provides the market value of each holding. To view the underlying holdings of a strategy, click the arrow to the left of the strategy name.
Shows the mailing address on file and allows users to update or add an email address to the account.
Shows the email address(es) on file and allows users to update or add an email address to the account.
Shows the phone number(s) on file and allows users to update or add a phone number to the account.
Elect electronic delivery of statements with an email address on record.
Easily change the password for the account to log in to OnTargetInvesting.com.
Shows the date and responses to the investor’s most recent suitability questionnaire. A new suitability questionnaire should be completed if (1) the investor’s financial situation has changed; (2) the investor’s investment objectives have changed; (3) the investor wishes to impose any reasonable restrictions on the management of the account; or (4) the investor wishes to modify an existing restriction in a reasonable manner. Investors can complete and submit a new suitability questionnaire on this tab.
A statement archive is available for reference. To download the statement, simply click the link.
Under the Correspondence section, investors will find ___________.
A message archive is available for reference.
Log in to see what’s new, or create a username and password if you aren’t already registered.
For questions about ontargetinvesting.com, contact email@example.com or 800-347-3539, ext. 1.