Filtering your wealth items can be helpful when you are trying to locate wealth items that belong to different team members (e.g. spouse) or when you’re trying to isolate multiple investment or lifestyle properties etc.
1. In the mywealth tab open, select the filter button and you will see 2 dropdown boxes appear.
2. Select from ownership / property type drop down options, followed by the apply button at the bottom.
Don’t forget the reset button located on the right of the drop downs to reset any filters you may have applied.
Please note: Any filter applied will remain active on your account (even if you navigate away from the page and return) until you change, remove or reset the filter. Rest assured that your wealth items have not been removed.
Logging out and back in again will also reset any filters applied.
