Why don't I see a Total Return in my Generation portfolio?

You may have noticed that your Total Return calculation is no longer displaying within your Holdings tab. We are in the process of changing clearing firms from Pershing to Apex. For this reason, we do not yet have cost basis available for your existing positions. We are currently working on transferring this information to Apex and updating it within your portfolio. We hope to make the Total Return calculation viewable in your portfolio within the coming weeks.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.