The balance sheet area demonstrates the client's assets, liabilities and net worth with warm visuals that clearly convey information to clients.
Current
Clicking "Details" below the bar graph will display a summary of asset and liability types which together represent the data in the bar graph.
Details
Category | Description |
|---|---|
Cash | Reflects all bank accounts (listed under 'Bank' on the Profile > Net Worth screen) |
Invested Assets | Reflects all investment accounts (listed under 'Investment' on the Profile > Net Worth screen) |
Other Assets | Reflects properties, stock plans, and anything listed as an 'Other' asset |
Liabilities | Reflects all credit cards and loans. |
Note: the 'Trust' column will reflect irrevocable trust investment accounts set up with 'Trust' as the owner.
Historical
Use the right-hand drop-down box to select the time period you wish to reflect:
'Last 30 days' will show daily values from the prior 30 days
'Last 6 months', 'Last 12 months', and 'All time' will show month-end values over the respective time periods, as well as the current value
'All time' reflects values dating back to January 31, 2018
The chart timing defaults to the last 12 months; you can adjust the default for new clients in the advisor portal under Gear > Account > Client Presets.
