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Accounts - It’s Where The Money Is! [31:11]

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Either you’re already subscribed to a data aggregator/custodian or you’re looking to see what the big commotion about having one is all about. This session will cover why it’s important to have assets fed in, what comes over and why it’s helpful.

Click the link below for more information on each of the features covered in the video:

00:56 - Change Site Preferences - General Options

05:48 - Unlinked Accounts

07:59 - Recently Viewed Contacts

08:09 - Contact Overview - Accounts

13:19 - Manually Add Account Values

18:18 - Reports

20:09 - Fiduciary Reports

24:51 - Custom Exports 

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