Portfolio Online is a secure online site that gives you access to a range of financial tools and reports that make it easy for you to manage your account
Portfolio Online gives you access to a range of information about your IOOF Pursuit account, helping you keep track of your money.
- Portfolio summary: view the value of each investment option and the total value of your IOOF Pursuit account.
- Account transactions: view all transactions including deposits/contributions, payments/withdrawals and investment earnings. These are updated daily with the latest unit holdings and current unit prices.
- Account information: view details about your account, including information about insurance and any regular savings or withdrawal plans.
- Reports: a huge range of reports are available. Some of the most popular include portfolio history, transaction details, asset allocation and account performance.