Setup
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- Setup
How to Link
Quickly Connect Your Accounts
The setup process involves linking investment and bank accounts, creating custom accounts, and then viewing and tracking assets and income via the dashboard.
Link Investment Accounts
Connect your investment accounts, such as 401k, Roth, brokerage, 529, IRA, SEP, annuity, and more. By linking them all, you can view and track your financial history in one place, even if they are with different financial institutions.
Link Bank Accounts
Link your bank accounts, including checking, savings, money market, CD, and more. Financial institutions treat these accounts differently from investment accounts, so they are linked separately. Once linked, you can manage and track everything as if they were all under one roof.
Create Custom Accounts
Set up custom accounts for assets that are not linked to any financial institution, such as your home's value or cash you have saved at home. Custom accounts are a catch-all for anything that cannot be linked in Step 1 and 2.
Your Accounts Are Linked!!!
With your accounts linked and set up, you can view and track your financial history over time via the Dashboard. You can view the value of everything you have linked on a daily basis and compare and contrast it over time. You can also view all monthly income generated by your investments, cash availability, and detailed reports of individual positions..