Wealth

Wealth Setup

• Updating your property details with our data provider.
• How do I edit a wealth item?
• How do I add a wealth item?
• How do I delete a wealth item?

Wealth Settings

• How do I hide and unhide a wealth item, like a bank account?

Wealth Features

• How do I split Wealth ownership?
• How does asset / liability ownership work?
• Filtering in wealth

Wealth Reports

• How do I produce wealth reports?

Troubleshooting Wealth

• Why can’t I find my financial institution on the list?
• My bank accounts are not linking. Why?
• My bank accounts don’t seem to have updated. Why?
• Is it normal for my bank accounts to be ‘processing’ for a long time?
• How do I update the login credentials for my bank feeds?

Wealth on Mobile