Portfolio Link- Filter Date

On your My Everence Dashboard, you will see a tile for Portfolio Link. Click on "View account details". This will take you to your Portfolio Link profile.

Click on "Portfolio" then "Dashboard".

Click on the Calendar icon. It will open a window to your right. Select the date you would like to filter by or choose one of the available options. Then click "Apply" at the bottom. This will remain set to that date until you change it to a different one.

Note: The "Calendar" icon is available on all options under the tab "Portfolio"