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 [...]

How do I change my WealthTrace password?

Log in. If you are in your plan, click on your username at the top right. Go to 'Account.' Then go to the Account Information section as you see in the screenshot below. Enter and confirm your new password, and then select 'Update [...]

Where do I view my overall asset allocation?

You can view your asset allocation on the Home screen as you can see in the screenshot below. You can also view your future allocation if you have chosen to reallocate in the [...]

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 [...]

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 client portal login URL, where a client can log in and see their plan, is here. Watch the video below to see how to give a client access to their [...]