Where can I see the returns on my account?

You can see the returns on both an overall account level and on an individual milestone level 

To view on Milestone level

Once logged into your account, click on the milestone you wish to view, then click on “Past”

On this page you can see the Return percentage (Time Weighted), earnings, dividends and net deposits. 

To view on the Account level

Once logged into your account, click on the View Past Performance link

On this page you can view the current market value, earnings, return % (time weighted), net deposits, dividends and harvested losses if using WiseHarvesting

Was this article helpful?