ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST
The External Accounts screen lets you add accounts held at other financial institutions to Portfolio Analyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the most recent value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts. Use the button above or follow the below procedure to add accounts:
- Log in to Client Portal
- Click the Performance & Reports menu followed by PortfolioAnalyst and then navigate to the Configuration tab.
- Click Link External Account button or the + icon to begin the process.
- Read the disclosure and click CONTINUE. The Link External Accounts panel opens.
- Choose from one of the popular institutions listed or search by typing the name of the institution you would like to add.
- Follow the prompts within the modal to complete all steps required to link the financial institution.
- Click the check box next to each account that you want to add. For example, you may have several different accounts at another financial institution but you only want to add one of them to PortfolioAnalyst.
- If the account is successfully added, a confirmation screen opens that lists the account(s) you just added, including the account ID and current balance.
- Click Close to stop adding accounts or Add More Accounts to add more external accounts.
Account information from online financial institutions is updated daily. If you wish to add an asset or liability that does not have online access (real estate, auto, jewelry, etc.) you may create an Offline Account instead.
Additional Information
- Traders' Academy Adding External Accounts
- Adding External Accounts in the PortfolioAnalyst Users' Guide.