<aside> 💡 On “Portfolio” tab, customers can track all their note holdings, current estimated liquidation value, and manage their account.

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  1. After logging in, click on “Portfolio” tab:

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  2. On the portfolio page, customers can track the amount of cash balance they have, the current portfolio value. Since structured notes have minimum and maximum payout pre-defined, customers can track their portfolio min and max value, as well as profit and loss.

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  3. Proof of reserve: within each of the note, Fig Investments provides a proof of reserve. This is a transaction record that shows the customers the executed trades, further showing Fig Investment’s transparency in structuring the notes:

    Screenshot 2023-10-23 at 10.38.47 PM.png

  4. Click on “Funding” tab to the left.

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  5. In the Funding tab, customers can link a bank account of their choice so that when the notes mature, Fig Investments will deposit the note maturity proceeds via wire to the linked bank account. It also displays the wire instruments directly on the platform:

    Funding tab on Fig Investments customer account

    Funding tab on Fig Investments customer account

    Wire funding instructions to fund Fig Investments account

    Wire funding instructions to fund Fig Investments account