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True Potential Investor Academy.

With the help of our tutorial videos you can learn more about your personal account. You can discover how to set and track goals for your investments, monitor their performance, top them up and much more.

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Lesson 1: Getting to grips with your account

Question 1: On the Portfolio Overview page, where can you see your total net wealth?

  • Your total portfolio value
  • Your investment amount
  • Bank accounts and credit cards

Question 2: Is it possible to alter the date range of your recent portfolio change?

  • Yes, you can view up to 24 months of performance
  • Yes, you can select any date range you like
  • No, it’s not possible to alter the date range

Question 3: How often is performance updated for True Potential Investments?

  • Every day
  • Every time you log in
  • Every Monday

Correct

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Incorrect

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Question 1 of 3.
Select all that apply.

Lesson 2

Track and manage your investments.

Lesson 3

Track Your Policies Against Your Goals.

Lesson 4

Reach your goals faster with impulseSave®.

Lesson 5

Add your assets & liabilities to track your wealth .

Lesson 6

The easy way to consolidate and buy investments..

Ready to do more with your money?

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options.

Call us on 0191 625 0350

True Potential Wealth Management offers restricted financial advice.  Our service is specifically designed for clients wishing to access their financial affairs online. With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax rules can change at any time.