External Accounts

This panel shows you all external accounts that you have added to PortfolioAnalyst along with their current balances. Icons on the right side of the display let you add or delete accounts under each financial institution.

On the External Accounts panel, you can:

• Add a new external account
• Add an account under an existing institution
• Edit an existing external account
• Log in to the website for an existing institution
• Delete an individual account under an existing institution
• Delete all accounts under an existing institution

Important:

1. Before you can see any Net Asset Value (NAV) data for your new IB account on the Summary screen, you must activate PortfolioAnalyst. You did this the first time you accessed PortfolioAnalyst with your new IB account.
2. Before you can view data in any external accounts, you must first add them to PortfolioAnalyst. Select the Manage External Accounts button to add and manage your external accounts.

Add a new external account:

1. Click Add Accounts.
2. Follow the instructions on the screen.

For more information, see the PortfolioAnalyst Users' Guide.