Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.
Searching... 
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.
Net worth and balance sheet
Resource Library Category (Wealth Access)
Review of the Balance Sheet page and the Accounts page in Wealth Access.
Vault overview
Resource Library Category (Wealth Access)
How to securely share and manage documents in Wealth Access
Resetting your password
Resource Library Category (Wealth Access)
Steps for resetting your password 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.
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.
Performance
Resource Library Category (Wealth Access)
The Performance card allows you to view investment performance for portfolios and accounts.
Portfolio dashboard
Resource Library Category (Wealth Access)
The Portfolio Dashboard displays a dynamic overview of each portfolio with performance cards highlighting key portfolio information.
Transactions
Resource Library Category (Wealth Access)
The Transactions card allows you to view and filter the most recent transactions in portfolios and accounts.
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.