Held Away Accounts
A held-away account is an account held at a financial institution outside of your primary firm. These accounts can include Account Types like banking, investment, retirement, or loan accounts that you choose to connect so you can see your full financial picture in one place.
How you can use held-away accounts
- Add accounts from other banks or investment firms
- See external assets alongside accounts held with your firm
- Share a more complete view of your finances with your advisor
How it works
Held-away accounts are added by securely connecting to an external financial institution. Held-away is the terminology we use to communicate the account’s source. Once connected, the account keeps its original account type, such as Banking or Investment, and is labeled as held-away.
- Navigate to your Portfolio
- In the Accounts tab, select + Add Account
- Search for the external financial institution
- Follow the prompts to connect and confirm your accounts
If a connection requires updates, you may be prompted to re-enter credentials to keep the account secure.
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.