The RightExpress Invested Asset card tracks the balances and returns of the client's taxable, tax-deferred, and tax-free accounts. This card is only available in the Retirement & Risk modules.
Invested Asset Data Entry
Click on this card to open a data entry drawer on the right side of your screen, allowing you to input the investment information:
1
All balances will begin at $0. Here, you can input the total balances for the Taxable, Tax-deferred, and Tax-free accounts for both clients.
2
Each client's total investment account balance will be displayed under the specific account types, with a Household total displayed under the separate balances.
3
The final option allows you to specify the portfolio's Equity/Fixed Income allocation. This will determine the growth rate of the portfolio.
4
Click 'Save' to lock in the account values and allocation for the client(s).
Cost Basis
Taxable Account funds entered in this card will have an assumed 100% cost basis.
