You are here: Reports > PortfolioAnalyst > Viewing External Accounts

Viewing External Accounts

PortfolioAnalyst lets you view accounts held at financial institutions, including investment and non-investment accounts, other than Interactive Brokers at a glance, and drill down to see the value of the positions.

To do this, you use the following two tabbed pages in PortfolioAnalyst:

External accounts are currently NOT available to Advisor and Broker Masters, Money Managers and Non-disclosed Broker clients. Advisors and Brokers can view their clients' external accounts if the client has provided authorization to do so.