I find that I have to re-enter my login credentials frequently for one of the brokers I linked. Why is that?

WealthTrace does not determine how often you must re-enter your login credentials for linked accounts. The broker or bank determines this. However, many have the ability to change how often they ask for this. You would need to contact your broker or bank and ask if there is a way to change the [...]

How do I view my asset allocation by any mix of investment accounts?

You can view the holdings and asset allocation of any mix of investment accounts. You can also group by different account types and view the asset allocation of that group, such as by retirement accounts only. src="https://cdn.livehelpnow.net/clients/21145/kb/aaacc1_01164ee3-a7d9-4529-be77-526df5d8ac17.png" id="183660af-89d6-4974-adde-53dbe4d244fa" alt="aaacc1" width="90%" height="auto" [...]

How do I view projections by each investment account?

You can view a variety of projections by each investment you own as seen [...]

I am still working, but my spouse is retired. I entered Living Expenses in Retirement of $75,000. These expenses are shown as starting immediately, and not when I retire. Why is that?

The Individual version of WealthTrace assumes living expenses in retirement begin with the earliest retirement date. If one spouse/partner is still working, the program will apply his or her net salary (after taxes and investment contributions) to expenses. In the Advisor version of WealthTrace, users can change this assumption. [...]

I have a linked account that is not updating. I want to manually update the balance until it properly links again. How do I do this?

If an account is not updating due to problems with the bank, broker, or our linking partner, you can change the account balance, and the program will keep that balance until you change it again or until the account begins updating properly. src="https://cdn.livehelpnow.net/clients/21145/kb/accbal1_c0774f77-3112-4c77-a2f7-6f18a92d2472.png" id="6b2d50ba-649b-4530-9fed-265d776fd16a" alt="accbal1" [...]