There are a variety of ways that a participant can view their balance:
- Link to portal.
- See the Balances sub-header within the Participant header.
- See Accounts section here for the REST specs.
- See Reports section of the portal.
- Find the report labeled, "Account Balances, Historical".
- Differentiator: unlike the Balance page, this report allows a participant to view historical balances .in an "as-of-date" fashion.