FAQs about online investing

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How is my performance calculated, and how can I track the performance of my investments?

We use the money-weighted rate of return method to calculate performance on your dashboard and on your statements. This return is annualized for periods greater than 1 year. Please contact us if you want more information about this calculation.

All Invisor clients have access to their secure login page, where they can view the balances, transactions, performance, and fees related to their accounts. You can access this information from any device, at any time.

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