Portfolio & Investment Services
Portfolio services give eligible customers visibility over their positions: cash balances, digital assets, investments, and unrealized gains or losses, kept clearly separated. This service is in development.
What the portfolio shows
The portfolio view distinguishes cash balances, crypto assets, investments, and unrealized gains or losses. Valuations are indicative and based on the methodology described inside the platform; they are not a promise of realizable value.
Fees
Any portfolio or investment-related fees are published on the Fees & Charges page once confirmed and disclosed before you use the service.
No promised returns
Dominion does not promise returns, guaranteed growth, or capital protection. The value of investments and digital assets can fall as well as rise.
Risk disclosure
Investing involves risk, including possible loss of principal. Past performance does not predict future results. Indicative valuations may differ from executable prices.
Frequently asked questions
- Are portfolio values guaranteed?
- No. Valuations are indicative and the value of assets can fall as well as rise.
- What assets are supported?
- Only assets configured in the live platform are supported; the authenticated application shows the current list.