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Daily Portfolio Snapshot Preferences

You may choose to enable or disable the Daily Portfolio Snapshot email.

1. Hover over the tab 'Portfolio & Reporting' and click on 'Portfolio'

2. Select 'Portfolio' or alternatively, please visit https://www.belldirect.com.au/wrap

3. Scroll down and look for the 'Portfolio' section

4. You may tick or untick the box "Send by email"

5. You may also choose to have the following additional information in the snapshot:

  • Show daily unrealised profit/loss (in AUD)
  • Show daily unrealised profit/loss in percentage (%)
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