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Daily Portfolio Snapshot Preferences

You can enable or disable Daily Portfolio Snapshot emails by following the steps below:

 

  1. Navigate to Portfolio & Reporting and select Portfolio from the menu.

  2. Access the portfolio page directly or visit the Bell Direct portfolio page via the website.

  3. Scroll down to locate the Portfolio section.

  4. Update your email preference by selecting or deselecting the checkbox labelled "Send by email."

 

You can also choose to include additional information in the Daily Portfolio Snapshot by selecting the relevant options:

 

  • Display daily unrealised profit or loss (AUD)

  • Display daily unrealised profit or loss (%)

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