How does billing work in the My Investment Dashboard tool?

You will receive a confirmation email once you subscribe to My Investment Dashboard. The amount of your subscription will be debited directly from your brokerage account.

Fees are charged at the beginning of the month prior to the month of use.

Consult the pricing guide to learn more about the different levels offered. To manage your subscription:

1. Sign in to your online brokerage platform
2. Go to the My profile section by clicking on your name at the top right of the screen
3. Select the Subscriptions tab to manage your access level