--- title: Investment Accounts --- [Skip to content](https://content.wealthaccess.com/investment-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) ## Investment Accounts An investment account is an account that holds assets like stocks, bonds, funds, or other securities that clients invest through a financial institution. Investment accounts can include brokerage, retirement, or a managed portfolio. See account balances, holdings, and performance in a few places on the platform, like the **Asset** tab on the **Dashboard**, or from **Portfolio.** #### How you can use Investment accounts - View all investments from any financial institution in one place - Visualize how investments contribute to total net worth - Review holdings and balances before meeting with your advisor #### How it works Connect a financial institution to add investment accounts. In the **Dashboard**, see all brokerage and investment accounts under the **Assets** tab. In **Portfolio**, see investment accounts on the **Account** tab. Investments are an [Account Type**.**](bookmark://_%EF%BF%BCAccount_types%EF%BF%BC\(In_product) 1. Navigate to **Portfolio** 2. In the **Accounts** tab, select **+ Add Account** 3. In the modal, select from a suggested financial institution, or type in a new one 4. Follow the modal instructions to connect investment accounts 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) ### 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. 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