Where do I tell the program that I own tax-free-interest municipal bonds?

You can add an account that has tax-free interest bonds in it as seen in the first screenshot below. If it's a linked account and the 'Account Type' did not come in correctly, you can edit it as you see in the last screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/addmuni1_d4c5f58f-aa3a-40e6-b1ad-72d6bb274c1b.png" id="a5d7ac19-5fe8-435d-a99a-98069ebd607f" alt="addmuni1" [...]

Where do I add a pension in the program?

Add pensions in the Cash Inflows section as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/addpension1_3af0e77d-4c96-42d4-9491-325d12f751b1.png" id="649c27a7-fec8-4063-b26b-07b3663c6bc7" alt="addpension1" width="90%" height="auto" [...]

My credit card information has changed. How do I update my payment information?

Log in and click your username at the top right. Go to Subscription & Payment. Scroll down to find the section where you can add your new payment information. Then click the 'Update Payment Information' button. src="https://cdn.livehelpnow.net/clients/21145/kb/payment1_0ce9e399-64ad-44b5-ad5b-a5385d7663e7.png" id="f25f6924-0c55-4a55-89c4-debb235acc67" alt="payment1" width="90%" height="auto" [...]

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" [...]