A Dynamic Self-Service Platform That Puts Your Portfolio at Your Fingertips

Our redesigned interface provides smart, easy-to-use technology that you can pair with support from our experts.

Everything Working Together

View your investments in one place for quicker, easier reference on any device.

Intuitive Design

Customise your experience and track investments in meaningful ways.

Communication and Collaboration

Facilitate more efficient, action-oriented discussions between you and our team.

Relationship and Account Overview

View all accounts from a single dashboard; click-through to account performance and key statistics, with the ability to customise.

Positioning and Exposure Transparency

Explore duration, allocation, spread, currency, quality, credit, and maturity data over time.

Dynamic Holdings and Transactions

View, filter, export, and customize current and historical account holdings and transactions.

Document Repository

Quickly access and download current and historical account reports.

Disclosures

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 949-720-6000 ©2024, PIMCO

CMR2021-0414-1603812

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Terms and Conditions

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