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How Do I View My Investment Portfolio?
Review your investments and find the right guidance.
Open your portfolio
In NetBank, select a portfolio under My Investment Summary. Portfolio Summary shows total value and unrealised profit or loss. Account Info, Cash Balance and Asset Allocation provide further detail.
Holdings and records
Portfolio Details includes Holdings, Transactions, Orders, Account Activity and Reports. Use the available download and print options for your records.
Your investment service
Discretionary management puts investment decisions with a professional manager. Advisory services provide recommendations while you decide. Execution-only is for experienced investors deciding independently without advice.
Have your objectives changed?
Speak to our investment team if your financial goals, time horizon, experience or preferred involvement have changed. Discuss the service and options in the context of your own circumstances.
A question about your investments?
Speak to our investment team about your service and circumstances. TNB states that investment choices should be considered individually; no single solution suits everyone.
Information reviewed · 16 October 2026
Related documents
PDF user guide
Investments User Guide
Fee schedule · PDF
Investments and safe custody
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