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Use Account Aggregation

Add a Bank Account

Add a Credit Card

Add an Investment Account

Enter an Annuity as an Asset

Model Custom Annuity Distributions

Annuitize an Annuity

Model an Annuity with Lifetime Income

Add a Stock Plan

Sell a Property

Use the Detailed Rental Income Schedule

Add an Insurance Policy

Add an Investment Account

Click the play button below for a step-by-step tutorial on Adding Investment Accounts:

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