Portfolio Reporting

Sequoia Wealth Management clients have access to a range of reporting options for their share portfolio’s. Portfolio valuations can be emailed to our clients on a weekly, fortnightly or monthly basis. Clients looking to take a more active approach with the monitoring of their portfolio have the option of an online portal access which provides a live, real-time portfolio valuation with access to live share market price quotes and charting abilities Click here to activate live portfolio access on your Sequoia Wealth Management accounts or contact your advisor for more information.