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.
- Navigate to Portfolio
- In the Accounts tab, select + Add Account
- In the modal, select from a suggested financial institution, or type in a new one
- 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.
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.