Account Details
Account details show information for a single account, including balances, holdings, and activity. This view helps clarify what’s happening within an individual account rather than across all accounts.
How you can use Account details
- Review current balances and account values
- See account-level information at a glance
- Confirm totals included in net worth
How it works
Account details are accessed by selecting an account from your Portfolio. Each account has its own detail view that displays information specific to that account.
- Navigate to your Portfolio
- Select Accounts
- Select an individual account
From here, you can view balances, holdings, activity, and related documents for that account.
All Account Articles
Account Types
Each account is classified as an asset or a liability. This setting determines how the account affects your net worth.
Investment Accounts
Accounts that hold assets like stocks, bonds, funds, or other securities that you invest through a financial institution.
Banking Accounts
Accounts used for everyday cash management, deposits, or loans held at a financial institution.