Viewing Account Summaries

View your current account balances By Type (Checking, Credit, Savings, etc) or By Bank (listing your accounts by bank names alphabetically). 

Note: If you see duplicate accounts on your Account Summary, use the Edit link next to your bank name to Disconnect and Delete the duplicate accounts. Duplicate accounts will be appended with a number in parentheses to denote the order in which it was added. Email if you have any trouble or questions.

Below your Account Summaries is your Net Wealth statement. You will also be able to view this table from the Review step on the Guidance Page. Your Net Wealth Statement will show you a list of all your accounts organized by Assets and Liabilities. 

Net Wealth
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