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
- What assumptions are used in a client’s Retirement Goal and how can I adjust the assumptions?
- What is a Retirement Goal?
- Can I set up a Retirement Goal 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?