How do I change my Online Share Trading Portfolio in Wealth Central?

Last Updated: 20 Nov 2018

To display your preferred Online Share Trading Portfolio in Wealth Central,

  1. Log in to Online Share Trading and select Portfolio in the left hand menu.
  2. Go to your Portfolio summary.
  3. Choose your preferred portfolio to display in Wealth Central by selecting the ‘Default’ tick box.
  4. If you would like your portfolio to automatically update with any trades you do through Online Share Trading, check the Auto tick box.
  5. You can also choose to include brokerage and fees in your portfolio calculations by checking the Include Bro/Fees tick box.

Find out more on how to use your Portfolio in Online Share Trading in our guide.


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