--- title: Accounts --- [Skip to content](https://content.wealthaccess.com/accounts#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 the Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en) ## Accounts Accounts show the financial relationships you have across banking, investments, and other financial institutions. In Wealth Access, the Accounts page is an organized, customizable view of your full financial picture including your total balances, holdings, and activity. | | - See where your accounts are sourced: at your primary firm, [held away](https://content.wealthaccess.com/held-away-accounts?hsLang=en) externally, or manually added - Understand how different [account types](https://content.wealthaccess.com/account-types?hsLang=en) contribute to your net worth via Portfolio Diversification - Review [account details](https://content.wealthaccess.com/account-details?hsLang=en) before conversations with your advisor | | --- | --- | #### Where to find accounts - **Dashboard** shows account totals - **Portfolio** organizes and lists accounts - **Insights and reports** analyze account data - **Documents** attach to accounts When you **Add an Account**, Wealth Access categorizes it automatically, so balances and totals update across views. #### Account data source types The accounts that populate your Portfolio are sourced through three different means: Manual Entry, Held-Away Aggregation, and Managed By Advisor. - **Manual Entry:** These are accounts that are manually added to your portfolio by yourself or an advisor. Manually Entered accounts are best used for more static value assets such as homes, cars, art and other investments. Because this is manually added, the parameters and account values are updated by the user when needed. - **Managed by Advisor:** Managed by Advisor accounts are account lines that are sourced through a direct feed with your financial institution. These accounts are updated daily automatically and are assigned to your Wealth Access portal by your wealth advisor. - **Held-Away Aggregation:** Held-Away accounts are accounts where the financial information is provided through a linked connection with an outside institution. Using your account login credentials, the held-away account will refresh financial information on a 24-to-48-hour cadence. Because this connection is performed through a 3rd party data provider, different financial institutions may have different refresh rules for account connections such as requiring a 2FA/MFA code upon data refresh. ## 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?hsLang=en) ### 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. 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