Wealth

Wealth Setup

• 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 does Wealth ownership work?
• Filtering in wealth

Wealth Reports

• How do I produce wealth reports?

Troubleshooting Wealth

• 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?