I want to manually add the holdings that make up my investment accounts and have the balances update each time I log in without linking them. How do I do this?

You can enter your holdings using the ticker symbols. WealthTrace will fetch the most recent price for each holding and apply that to the balance. If the number of shares of a holding changes, you must manually update this. You can see how to enter multiple holdings manually in the screenshots below. Note that you do not need to update any of this information if you link your accounts. [...]

How do I change my WealthTrace password?

Click your username at the top right, then go to Account Information. You can change your password as you see below. src="https://cdn.livehelpnow.net/clients/21145/kb/cpass1_4c5c2713-51d7-431d-bcda-0cfdc566361d.png" id="9ba99a74-e04d-4cec-b892-ccf035e8f682" alt="cpass1" width="90%" height="auto" data-image="9ba99a74-e04d-4cec-b892-ccf035e8f682 [...]

I want spend money in my IRA before I turn age 59.5. But the program doesn't seem to allow it. How do I do this?

You can spend money from Qualified Tax-Deferred accounts before age 59.5. Look at the screenshot below to see how to do this. src="https://cdn.livehelpnow.net/clients/21145/kb/use_cc866d10-9071-4677-a60f-2ff5eb503296.png" id="7a42ad46-31b8-44c1-9285-e9408cd75b33" alt="use" width="90%" height="auto" data-image="7a42ad46-31b8-44c1-9285-e9408cd75b33 [...]

How do I give my clients access to their plans using the client portal?

Once you create a plan, you can give a client access to it. You can also control whether they can save any changes they make. The https://www.mywealthtrace.com/advisor-client-login" target="_blank client portal login URL, where a client can log in and see their plan, is here. See the screenshot below: src="https://cdn.livehelpnow.net/clients/21145/kb/cac1_0fd66629-c1ce-476e-928e-06bf4ca89bb7.png" [...]

I want to set a date when the money from an investment account can be used. I want it to be "locked out" for a certain number of years.

You can "lock out" an investment account from being used until the owner of the account reaches a certain age. You can see this setting in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/useoffunds1_801dac37-aa0e-4956-ab00-067412e0ecac.png" id="9b22561f-4736-42a2-9d92-3c1fcf830c4b" alt="useoffunds1" width="90%" height="auto" data-image="9b22561f-4736-42a2-9d92-3c1fcf830c4b [...]