Go is clear, simple and intuitive and allows you to view detailed information on the value of your portfolio over time. You can view the current valuation of your accounts or portfolio as well as details of the assets you hold. It lets you track performance of your investments over a range of time periods. You’ll have access to commonly-requested information such as money paid in, withdrawals, holdings, gains and losses.
You can view all correspondence about your portfolio in one secure online place. Go makes it easy for you to view and download your Nucleus documentation yourself, and to manage your communication preferences online. If youve opted out of paperless communications, then youll continue to receive everything by post as normal.
Please note that to use this app you will require an account on the Nucleus wrap platform and for your financial adviser to have enabled online access to your account.