Understanding the Dashboard

Your Dashboard reports tell you how your account has performed. It can help you assess your progress toward meeting your investment goals.

Performance is displayed using charts. 

"Gains" represents changes in dollar value. 

"Rate of Return" is the percentage return using money-weighted calculation. 

"Contributions" is a summary of deposits and withdrawals. 

"Fees" is the net of management fees charged less any rebate credits issued to the account.

Please let us know if you have any further questions about how to navigate your Dashboard. 

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