--- title: Banking Accounts --- [Skip to content](https://content.wealthaccess.com/banking-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 Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en) ## Banking Accounts A banking account is an account used for everyday cash management, deposits, or loans held at a financial institution. Your banking accounts can include checking, savings, money market, or loan accounts. You can see these accounts in several places on the platform, including the Assets tab on the Dashboard and within your Portfolio. #### How you can use banking accounts - View checking, savings, and loan balances in one place - See banking accounts as part of your full financial picture - Track how banking balances affect your net worth - Review transactions #### How it works Connect to your financial institution to add bank accounts. In your Dashboard, you’ll see banking accounts under the **Assets** tab. In your **Portfolio**, you’ll see banking accounts listed in the **Accounts** tab. Banking is an [Account Type](bookmark://_%EF%BF%BCAccount_types%EF%BF%BC\(In_product)**.** 1. Navigate to your **Portfolio** 2. In the Accounts tab, select **+ Add Account** 3. In the modal, select a suggested financial institution or search for another 4. Follow the modal instructions to connect your banking account successfully ## 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) ### 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. 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