Resource center

Net worth and balance sheet

06/14/21

Within the Net Worth space, Wealth Access features the Balance Sheet page and the Accounts page.

Balance sheet

The Balance Sheet page provides a breakdown of each client’s Net Worth by Assets and Liabilities.

Click Net Worth > Balance Sheet.

Net Worth And Balance Sheet 1

Net Worth And Balance Sheet 2

Accounts page

The Accounts page provides a detailed list of client accounts with the ability to aggregate and manage outside accounts and manual accounts.

Click Net Worth > Accounts.

Net Worth And Balance Sheet 3

Net Worth And Balance Sheet 4