This portal supports investment advisors and their clients with account access via NBIN. It offers advisors transparent, 24/7 access to account-level data and documents.

Key Features:

• Real-Time Account Access: View current balances, holdings, and transaction history.
  
• Digital Document Access: Access monthly statements, trade confirmations, and annual tax slips.
  
• Paperless eDelivery Options: Reduce paperwork and receive timely communications.
  
• Modern, Intuitive Interface: Mobile-responsive and easy to navigate.

Note: MyPortfolio+ does not offer performance reporting. For performance reporting and household-level views, NDEX should be used in parallel or as the primary portal.