Each of your client’s accounts as well as their total net worth are visible on the Summary tab. Portfolio details, including balance, holdings, fund fees per year, shares, and current value, are available on the Portfolio tab.
Articles in this section
- How can I adjust the RetireGuide assumptions?
- What assumptions are used in RetireGuide?
- What is the RetireGuide™ ?
- Can I set up RetireGuide for multiple clients?
- Is client data safe when syncing external accounts?
- Can I sync an external account on behalf of my client?
- Where can I review my client’s external accounts?