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Resource center

Resource Categories

Wealth Access

1 - 10 of 13 results
1 - 10 of 13 results
How to upload a document
Resource Library Category (Wealth Access)
You can quickly and easily upload documents and, if you wish, share them with your Financial Team.
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Vault overview
Resource Library Category (Wealth Access)
How to securely share and manage documents in Wealth Access
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Timeline overview
Resource Library Category (Wealth Access)
The Timeline is a consolidated, curated feed of posts designed to memorialize interactions that occur between you and your Financial Team.
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Transactions
Resource Library Category (Wealth Access)
The Transactions card allows you to view and filter the most recent transactions in portfolios and accounts.
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Gain and loss
Resource Library Category (Wealth Access)
The Gain/Loss card in the allows you to view Unrealized and Realized Gain/Loss cost basis information for their investments.
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Performance
Resource Library Category (Wealth Access)
The Performance card allows you to view investment performance for portfolios and accounts.
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Allocation and targets
Resource Library Category (Wealth Access)
The Allocation vs. Target card allows you to compare the allocation breakdown of their portfolios/accounts to Target Models.
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Activity summary
Resource Library Category (Wealth Access)
The Activity Summary card allows you to analyze a portfolio or a group of accounts.
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Portfolio dashboard
Resource Library Category (Wealth Access)
The Portfolio Dashboard displays a dynamic overview of each portfolio with performance cards highlighting key portfolio information.
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Net worth and balance sheet
Resource Library Category (Wealth Access)
Review of the Balance Sheet page and the Accounts page in Wealth Access.
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