Investments, Accessing investment information – Smart Parts Mobile for Pocket PC User Manual

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Investments

SmartOffice Mobile can display the Investment Summary, Investment Details, and Investment
Totals
tabs on the PDA.

Note: The Investment Details tab is intended to display investments with share and cost
information. The Variable Annuity information is limited due to this restriction. The investment
information is read-only.

Accessing Investment Information

1. From the Contact Details tab, select the Investment icon to open the Investment

Summary tab.

2. Tap the Investment Name to display the Investment Details tab.

SmartOffice® – SmartOffice Mobile Pocket PC User Guide

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