Resource center

Showing results for "Wealth"

1 - 10 of 14 results
1 - 10 of 14 results

Enrollment & 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

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.

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.

Portfolio dashboard

Resource Library Category (Wealth Access)

The Portfolio Dashboard displays a dynamic overview of each portfolio with performance cards highlighting key portfolio information.

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.