Notifications
In-app alerts for portfolio digests, security events, and workspace updates.
Last reviewed 2026-07-24
Notifications are the in-app inbox for updates about your workspace — digests, security events, and investment-related alerts.
Open Notifications from the sidebar, or on a phone tap Alerts in the bottom bar. An unread badge can also appear on the sidebar and on Alerts. See Mobile navigation.
Live updates
While you are signed in, new alerts can update the unread badge without a full page refresh. You may also see a short New notification toast with the alert title when something arrives during your session.
On the Notifications page, marking an item read (or mark all) updates the list styling and unread badge right away.
Inbox tools
On the Notifications page you can:
- Filter by category
- Toggle unread only
- Mark items as read (including mark all)
- Delete items you no longer need
Typical messages include a weekly wealth digest, sign-in alerts, and welcome or system notes.
Preferences vs inbox
The inbox shows what was delivered. What you want to receive is controlled under Profile → Notifications, where each category has separate In-app and Email toggles.
Categories include Portfolio Updates, Market Alerts, Weekly Summary, Security Alerts, Reminders, and Milestones. These are preference categories — which alerts actually send depends on product events and your toggles.