add accounts

With a few easy steps, you'll be able to create a secure, holistic, and accurate financial picture for you and your advisor.

Search for your financial institution by name or URL:

Examples: Bank of America, or Fidelity NetBenefits

is not found on our list of supported financial institutions. Please check the institution name or URL and try searching again.

If you're certain you've entered the name or URL correctly, we may not support that institution yet. To request that it be added, click here.

Or Choose one of these popular financial institutions:

  1. Bank of America
  2. Chase Bank
  3. Wachovia - Online Bank
  4. Wells Fargo Bank Online
  5. Fidelity Investments
  1. Capital One Online Banking
  2. Charles Schwab US
  3. PNC Bank
  4. Vanguard
  5. T.Rowe Price

To add a non-liquid asset (i.e., real estate, auto, jewelry, etc.), click here.

Select the type of non-liquid asset to add:


Enter a name for the non-liquid asset:


Enter an amount value for the non-liquid asset:

Complete the form below to submit a request for a new financial institution to be supported within this service. We will work to get your financial institution supported as quickly as possible.

Institution Name

Institution Website URL

You can securely provide your login credentials to this institution and we will add this institution to your profile as soon as it becomes available.

Username (Optional)

Password (Optional)

Your Discover Credit Card Login Information is Incorrect.

Complete the form below to request the finacial instituition to be added to our system. You will be notified when it is active.

 secure login

Your Vanguard Account Requires Additional Information.

This financial institution has additional security challenge questions that need to be answered before we can proceed. Please answer the challenge question(s) below.

 secure login

We could not identify any additional accounts at Chase Bank for the credentials you previously provided.

We used the credentials you previously provided to search for additional accounts at the institution site. There were no additional accounts that we were able to identify besides the accounts that you've already added.

You can add accounts using a different set of credentials at this institution or add accounts from a different institution by clicking the "Select Another Bank" button below

Current Activity

  • No new accounts have been added

Your Accounts