You can view your portfolio holding details by logging in to your Bell Direct trading account and navigating to Portfolio & Reporting > Portfolio. Select the relevant trading account from the dropdown menu to display the associated portfolio holdings.
You can also choose to receive a Daily Portfolio Holdings Snapshot via email. You can enable this option by selecting Send by Email from the list of portfolio holdings. The snapshot will be sent to your registered email address at the end of each trading day once activated.
Please note that portfolio viewing is available on both the web platform and mobile app. However, certain reporting and advanced features may only be accessible via the web browser version.