How to Link
Quickly Connect Your Accounts
The setup process involves linking investment and bank accounts, creating custom accounts, and then viewing and tracking assets and income via the dashboard.
Your Accounts Are Linked!!!
With your accounts linked and set up, you can view and track your financial history over time via the Dashboard. You can view the value of everything you have linked on a daily basis and compare and contrast it over time. You can also view all monthly income generated by your investments, cash availability, and detailed reports of individual positions..