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Resource center
Resource Categories
Showing results for "Wealth"
1 - 10 of 14 resultsEnrollment & first time login
Resource Library Category (Wealth Access)
Steps to get started with your Wealth Access enrollment.
Vault overview
Resource Library Category (Wealth Access)
How to securely share and manage documents in Wealth Access
Net worth and balance sheet
Resource Library Category (Wealth Access)
Review of the Balance Sheet page and the Accounts page in Wealth Access.
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.
Resetting your password
Resource Library Category (Wealth Access)
Steps for resetting your password in Wealth Access
Home screen overview
Resource Library Category (Wealth Access)
New to Wealth Access? This guide will provide you with an overview of the Home Screen and key features.
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.
Transactions
Resource Library Category (Wealth Access)
The Transactions card allows you to view and filter the most recent transactions in portfolios and accounts.
Performance
Resource Library Category (Wealth Access)
The Performance card allows you to view investment performance for portfolios and accounts.
Personal financial management
Resource Library Category (Digital Banking (Boston Private))
Personal Financial Management, or “PFM” for short, allows you to gain visibility into your finances across multiple financial institutions right inside of Digital Banking. Link accounts from other banks, wealth managers, credit card providers and more.