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AltaAccess Online Demo

Your AAO Homepage

The first thing you'll see after logging in is the "Portfolio Summary" page. You can return to this page at any time by clicking on "My Portfolio" at the top of any screen.

1. Header contains quick links to Contact Us as well as a new mail indicator.

   Main Menu navigation is now more intuitive and user-friendly. Each of the menu choices expands down the right hand side of the screen, where all options within that segment are listed. 

2. Announcements, including new fund launches and other company announcements. 

3. The Portfolio Summary shows both the book and market values of those accounts registered with AltaAccess Online as well as trading options (for each). 

   Access Account Information either by clicking on an account in the Portfolio Summary or from the right side drop down menu that appears under "My Accounts." On the "Account Summary" screen, you will have access to detailed information on your holdings, including transaction history and charts, to name a few. You can also execute switches, purchases, redemptions from this screen.

4. "Print Page" link to print the current page view.

5. "Quick Links" segment provides quick access to items of interest on our website (www.altamira.com) and Altamira fund references.

6. "My Funds" option enables you to establish a list of Altamira funds and track their daily price moves.

To Sign Out, simply click on the "Logout" button on the main menu at the top of the screen.