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.
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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.
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.