I want to change the order that my investments are displayed and used. How do I do this?

You can drag and drop any row in any section of WealthTrace to re-order them. First click on the re-order rows icon. Then select/click and drag the row to the new location. For investments, this will change the order of withdrawal when these funds are needed for expenses. src="https://cdn.livehelpnow.net/clients/21145/kb/drag_092f15d6-7cd2-41ee-bd6d-898ec0f0dc8c.png" [...]

Where do I view projected tax rates and taxes?

You can view projected tax rates, taxes paid, and other tax information under Cash Flow Projections > Expenses > Taxes. src="https://cdn.livehelpnow.net/clients/21145/kb/ptax1_61e8606e-b4f2-4b96-ad72-1192fa1dd8c7.png" id="ecabff1d-90f0-4beb-9f00-fdccae86de5b" alt="ptax1" width="90%" height="auto" data-image="ecabff1d-90f0-4beb-9f00-fdccae86de5b [...]

Can I view the fees I pay on funds and their turnover

You can view the annual fees paid on funds in both annual percentage terms and dollar terms. Sort by fees to find the accounts you are paying the most fees on. You can also view the annual turnover for funds. src="https://cdn.livehelpnow.net/clients/21145/kb/turn1_5e37e1e8-91ed-4cee-9ef7-ae10b74aeb11.png" id="53ee80fa-c246-411a-8ca6-a38ff282ee80" alt="turn1" width="90%" height="auto" [...]

Can I view historical transactions such as interest payments, dividends, deposits, and withdrawals for linked accounts?

You can view historical transaction information for accounts that are linked and filter by the transaction type. src="https://cdn.livehelpnow.net/clients/21145/kb/insi1_9fb38224-f4ab-44d8-b4ce-16d0d9cbd930.png" id="48da2bfb-63e0-4f13-b561-32e1d0fe1971" alt="insi1" width="90%" height="auto" data-image="48da2bfb-63e0-4f13-b561-32e1d0fe1971 [...]

Can I view the historical performance for linked accounts and the funds I own?

If an account is linked you can view the performance of the account itself over various time periods. You can also view the historical performance of funds in accounts and even compare performance between two different funds. src="https://cdn.livehelpnow.net/clients/21145/kb/perf1_6e39f1c2-ec51-4269-826d-3179513abe06.png" id="b6ed1eb0-9ea9-4334-a747-f91d83074a92" alt="perf1" width="90%" [...]