There are two sections to this page. In the first section we answer your Frequently Asked Questions. Click the category below which is most closely related to your question.

• Introduction and Registration
• Adding Funds to Your Portfolio
• Adding Transactions to Your Portfolio
• Reports and Charts
• Solutions to Common Problems

The Portfolio User Guide has the answers to most questions. You can search the Guide here:

The second section allows you to Contact Us. Please fill out the form below to send us comments, suggestions or any questions that are not answered in the Portfolio User Guide.

• Is Globe Portfolio a free service? Answer

• What happens to the information I enter into Globe Portfolio? Is it given out to any other companies? Answer

• Can I track stocks, bonds or GICs with Globe Portfolio? What types of mutual funds can I track? Answer

• I'd like to use Globe Portfolio. How do I get started? Answer

• I am using a new computer/Internet service provider/e-mail address. Can I still access my Globe Portfolio account? Answer

• Can I access my Globe Portfolio from home and work and while on vacation? Answer

• How can I change my Password, Username, e-mail address, or contact information? Answer

• I am trying to register and get 'Invalid Username' or other error messages. Answer

• I can't find a fund I'm interested in tracking. Could it be under a different name on your Web site? Answer

• How do I enter the number of units and market price for each fund? Answer

• Does Globe Portfolio add distributions (DIST_BUY transactions) automatically? Answer

• Can I modify a transaction that was entered incorrectly? Answer

• Click a link below for an explanation of how returns are calculated for portfolio reports and charts.
  Standard   Performance   Annual   Gain/Loss   Transaction   Charts

• I can't log in to Globe Portfolio. Answer

• I have added all my funds, but no reports or charts appear. What could be the problem? Answer

• I have entered my portfolio, but when I log in the message "No Portfolio Defined" appears. Answer

• Globe Portfolio is not updating one of my funds. Could this be due to a fund merger? How do I account for fund mergers in Globe Portfolio? Answer

• When I try to print the charts and reports, the Print icon on my Web browser is greyed out. How do I print? Answer

• The distribution reported on my fund company statement and the distribution reported by Globe Portfolio differ. Why? Answer

• Why is the value of distributions not included in Total Cost on the Standard Report? Answer

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