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3. Aggregated Account is pre-selected, which sets up an alert on the entire account. In this example, if the portfolio net worth value changes by 5%, you will receive an email notification every day.
4. Enter the change percentage
5. Select the frequency
6. Click Save
Alternatively, You can select Per Account to set an alert for a specified account. In this example, if this individual portfolio's net worth value changes by 3%, you will receive an email notification every day.
5. Select the account from the drop-down.
6. Enter the amount of change
7. Set the frequency
8. You can add multiple alerts by clicking on +
9. Click Save
Managing your alerts
Track all your triggered and untriggered alerts on the Alerts page. You can edit or delete by clicking any of the action buttons. 