My Holdings & Portfolio Reports
As a Craigs Investment Partners client, you can access up-to-the-minute information on stocks you chose from your portfolio or any other relevant investments, using our My Records feature. This allows clients to keep an ongoing track of investments in the one location. If you are a client who uses one of our Wealth Management services you can also view your portfolio reports.
Log in now to explore this section to its fullest. If you have not registered, just complete our simple registration process to get convenient access or contact your Investment Adviser for more information.
To view examples of My Records, a Holdings Report or a Portfolio Report, click on one of the links below.
Holdings & Reports
| Account Name |
Portfolio ID |
Portfolio Name |
My Records |
CIP Holdings Report |
CIP Portfolio Report |
| A Sample |
999999 |
Sample Portfolio |
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This can be downloaded for free from the Adobe website.
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