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Federal Investment Portfolio Management Tool

Access and manage your federal investment portfolio with ease. View transactions, statements, buy/sell securities, delete pending transactions, view holdings, available securities, and more. Securely manage your portfolio with advanced functionality. Implementation includes tax lot selling, inventory management, expanded account profile, and intra-governmental elimination tools/reports. Facilitates "Face" buying and selling.

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Federal Investment Portfolio Management Tool

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  1. FedInvest R1.0 Functionality * View Transactions * View Statement of Account * Buy and Sell Market Based and One Day Securities * Delete Pending Transactions * View Account Holdings * View Available Securities * Post-Date Transactions * Secure Portfolio Management

  2. FedInvest R2.0 Functionality Implementation @ 12/9/02 * Tax Lot Selling or Specific ID Inventory Management * Expanded Account Profile * Intra-Governmental Elimination Tools/Reports * “Face” Buying and Selling

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