---
title: Account Types
---

[Skip to content](https://content.wealthaccess.com/account-types#main-content)

[![](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com)

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us

Open main navigation

Close main navigation

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us
- [Request Demo](https://www.wealthaccess.com/request-demo/)

[Request Demo](https://www.wealthaccess.com/request-demo/)

[Back to Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en)

## Account Types

Each account is classified as an asset or a liability. This setting determines how the account affects your net worth.

- [Investment accounts](bookmark://_Investment_accounts) include brokerage, retirement, and managed portfolios
- [Banking accounts](bookmark://_Banking_accounts) include checking, savings, and other cash or loan accounts

#### Balance sheet categories

- Business
- Credit cards
- Private Investments
- Loans
- Real estate
- Retirement
- Trust

The balance sheet category defines the primary type of account. This is the main way accounts are grouped across the platform. Other common balance sheet categories include:

These categories are used for totals, reporting, and organization throughout Wealth Access.

## 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.

[Read more](https://content.wealthaccess.com/account-types)

### Investment Accounts

Accounts that hold assets like stocks, bonds, funds, or other securities that you invest through a financial institution.

[Read more](https://content.wealthaccess.com/investment-accounts?hsLang=en)

### Banking Accounts

Accounts used for everyday cash management, deposits, or loans held at a financial institution.

[Read more](https://content.wealthaccess.com/banking-accounts?hsLang=en)

### Held Away Accounts

Accounts held at a financial institution outside of your primary firm.

[Read more](https://content.wealthaccess.com/held-away-accounts?hsLang=en)

### Account Details

Accounts held at a financial institution outside of your primary firm.

[Read more](https://content.wealthaccess.com/account-details?hsLang=en)

### Account Activity

Recent transactions or changes to track movement within accounts.

[Read more](https://content.wealthaccess.com/account-activity?hsLang=en)

[linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg)

[![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com)

---

Contact:         

Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. All rights reserved.

**  [Privacy policy](https://www.wealthaccess.com/privacy-policy/)    [Cookie Settings ](https://www.wealthaccess.com/solutions/connected-intelligence/#)**