How to Check Your Account Balance

Introduction
Managing your investments effectively requires keeping a close eye on your account balance and cash holdings. Our investment mobile app makes it simple to stay updated with your financial portfolio. This step-by-step guide will walk you through the process of checking your investment value, individual holdings, and available cash.

Step 1: Securely Log In
Open the investment app on your device. On the welcome screen, use Face ID ( or Fingerprint) or enter your 6-digit PIN to access your account securely.

Step 2: View Your Account Overview
Upon logging in, you’ll be taken to the ‘Account’ tab by default. Here, you can see your total account balance at the top of the screen. You can also view the day’s gains or losses next to your total balance, indicated by either a green increase or a red decrease percentage.

Step 3: Access Your Portfolio Details
Below your account balance, you will see your portfolios listed. For example, ‘Emergency Fund,’ or ‘Retirement'. Select the portfolio you want to check. This will take you to a more detailed view.

Step 4: Inspect Your Investment Value and Holdings
In the detailed view, you will see your total investment value at the top. Below the investment value, the ‘Holdings’ section lists the specific assets you own, such as the Stocks or Treasury Bills. Each holding shows the invested amount and the current value, plus the day’s gains or losses.

Step 5: Check Available Cash
Your available cash is shown under the ‘Cash’ section at the top of your portfolio detail view.
Here, you can also perform actions like ‘Add Cash,’ ‘Withdraw,’ or 'Invest' in new opportunities.

Tips and Reminders:
The investment values and cash balance are updated in real-time to reflect current market conditions.
Use the ‘Analytics’ tab to get a graphical representation of your portfolio’s performance over time.
If you wish to perform transactions or reallocate funds, navigate to the ‘Invest’ tab for further options.

Need Help?
Should you encounter any issues or have questions about signing up, our support team is ready to assist. Reach out to us through the app's help section or by contacting [e-mail].