Can I configure the Client Portal Home page?

Q: Can I configure the Client Portal Home page?

You can configure the Your Dashboard area on the Client Portal Home page located below the Your Portfolio area. Click Add/Edit Widgets and: Click "-" next to a widget to remove it. Click "+" next to an available widget to add it. Click and drag a selected widget using the three horizontal lines to rearrange. Click Save when the desired changes are complete. Please Note: If you have more than one account and they are a different account type, the layout may not match exactly as different account types may have different default interfaces.

Question

Accepted Answer

You can configure the Your Dashboard area on the Client Portal Home page located below the Your Portfolio area.

Click Add/Edit Widgets and:
- Click "-" next to a widget to remove it.
- Click "+" next to an available widget to add it.
- Click and drag a selected widget using the three horizontal lines to rearrange.
Click Save when the desired changes are complete.

Please Note:

If you have more than one account and they are a different account type, the layout may not match exactly as different account types may have different default interfaces.