Setting Up Your Passport

When you first log in to Wealth Passport, your home page is the default personalized start page for market information, news, tools and reports that can assist you in managing your portfolio of investments. You can customize the portlets displayed on the page, as well as the ordering and layout of those sections.

To extend your options for customization, you can create up to 5 additional personalized Dashboard pages. The Dashboard portlets can be moved up and down and additional portlets can be added to each Dashboard page.

You can also select one of your custom Dashboards as your Start Page from the My Settings dropdown menu.

Setting up Your Passport Checklist:

Select Start Page - From the My Settings drop down menu, select the default Home Page or a custom Dashboard from the Start Page drop down list.
Select Account Display Format
Select Time Zone
Add Dashboard Pages
Add Content to a Dashboard
Reposition Portlets

Selecting Your Start Page

Go to My Settings in the upper right-hand corner of any Wealth Passport page.
Choose your default start page from the Start Page drop-down menu and click Save.

Tip: You can also make any page your Start Page by clicking on Make this my Start Page at the top of any page throughout the site.

Changing the Way Your Accounts Are Displayed

Go to My Settings in the upper right-hand corner of any Wealth Passport page.
Click on the Account Display Format drop-down and choose from the following options to view your accounts by:

Account Name
Account Name – Account Number
Account Number
Account Number – Account Name

Click Save.

Selecting a Time Zone

Go to My Settings in the upper right-hand corner of any Wealth Passport page.
Choose your location from the Time Zone drop-down menu. Check the box to automatically adjust for daylight savings changes.
Click Save.

Tip: Adjusting your Time Zone will adjust your news and market quotes (if applicable).