Publication Welcome Letter, Portfolio and FAQs

Here's an interactive tutorial on accessing your Welcome Letter, Portfolio and FAQs

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2369579/Publication-Welcome-Letter--Portfolio-and-FAQs

5 STEPS

1. To access the helpful resources for new users and those new to investing, begin by opening your publication's page.
 

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2. On the left-hand side, below the publication schedule, you'll find links for the "Welcome Letter," "Publication FAQs," and "View Portfolios."
 

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3. The Welcome Letter contains crucial information regarding the focus of the investment ideas and instructions on how to begin with the publication. It provides everything you need to get started promptly.

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4. Publication FAQs section addresses specific details about publishing and answers questions regarding positions and recommendations.

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5. Lastly, you can access the publication portfolio, which includes all open positions, by clicking the "View Portfolios" button or navigating to the "Portfolios" link in the main navigation

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Learn more about your Portfolios by clicking here. 

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