How do I view my holdings?
- To find your holdings on the new nabtrade platform, go to Portfolio in the main menu and select Portfolio snapshot.
- If you have multiple portfolios (legal entities), choose the one you want under My portfolios.
- Select the relevant domestic or international trading account and scroll down to find the holdings tab.
- Under the Holdings tab, use the Action menu next to each holding to buy, sell, set alerts, or add to watchlists.