Congratulations!
Your gift has been successfully redeemed
Your investment journey begins today
Portfolio Value
$1,047
Status
ActivePerformance
+4.7%
Performance
7-day portfolio trend
Gain
$47
$1000
15
$1008
16
$1015
17
$1012
18
$1032
19
$1025
20
$1047
21
Setup Progress
All steps completed
Verify Identity
Complete KYC
Fund Account
Verify Identity
Complete KYC
Fund Account
Your Portfolio
Allocation breakdown
Foundation Growth Portfolio
Stocks
60% allocation
$600
Bonds
30% allocation
$300
Cash
10% allocation
$100
Purchase Date
January 15, 2026
Account Status
Active
Quick Actions
What's Next?
Recommended actions to grow your investment
Monitor Performance
Check your portfolio quarterly to stay informed
Make Additional Gifts
Add to this account with additional funds anytime
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Contact our team if you have any questions
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