Frequently Asked Questions

Frequently Asked Questions – Account Management

How Do I Check The Performance Of My Personal Portfolio?

Performance is most easily viewed by logging into your MFWM account dashboard at foolwealth.com. 

Once logged into your account, click on the button at the top of the page that says See Performance. 

A new tab will open and generate a snapshot view of your performance data. The default time period is year-to-date, but you may change the time intervals to your liking. 

Please note that performance figures in reports may not take into consideration the impact of fees for those clients that have paid an upfront flat fee that was not deducted from their accounts. Fees impact your investment, so it’s important you understand them.  

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