WealthTrace Knowledge Center

basic

advanced

Exact phrase:

  • Home
  • Knowledge Base Categories
    General Questions
    Monte Carlo
    Linking Investment Accounts
    Social Security And Pensions
    Editing Investment Account Information
    -- All Categories --
  • Home
  • Knowledge Base Categories
    General Questions
    Monte Carlo
    Linking Investment Accounts
    Social Security And Pensions
    Editing Investment Account Information
    -- All Categories --
  • |
  1. Home
  2. Support Carey

Forcing An Update Of Linked Accounts During The Day

  • Date updated 2021-10-25
  • By Support Carey

Can I force an update of my linked accounts during the day?

Linked accounts update automatically every night. However, if you want to refresh the balances and holdings during the day you can do this by re-entering your credentials for the bank or broker. Basically you link the account as if you were linking from scratch. But because the account is already linked, we simply update the balance and holdings at that [...]

Asset Allocation Scenarios

  • Date updated 2021-10-25
  • By Support Carey

I would like to know if there are tools for changing the diversification of an existing portfolio to see how my plan is impacted. Is there a way to run asset allocation scenarios?

You can run asset allocation scenarios in Scenarios/Asset Allocation. There you can change your asset allocation to a variety of models an allocations and see if the results are better or worse than the base [...]

Editing The Name Of A Linked Investment Account

  • Date updated 2021-10-25
  • By Support Carey

Can I edit the name of an investment account that I linked?

Yes, these can be edited by clicking/selecting the pencil image as can be seen in the screenshot [...]

Linked Accounts Update Frequency

  • Date updated 2021-10-25
  • By Support Carey

How often do my linked accounts update?

Linked accounts update each night with the closing day's investment balances and holdings [...]

Multiple Roth IRA Conversions

  • Date updated 2021-10-25
  • By Support Carey

Can I enter multiple Roth IRA conversions?

You can have multiple conversions as long as you have more than one Roth IRA entered. See the screenshot below for an example of [...]

    • first
    • prev
    • Page 37 of 43
    • next
    • last

Author Information

  • Author Image

    Support Carey



    Description:
    Total articles: 214
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

Company Sites

Home

Knowledge Base Categories

  • General Questions
  • Monte Carlo
  • Linking Investment Accounts
  • Social Security And Pensions
  • Editing Investment Account Information
  • -- All Categories --

Connect With Us

  • WealthTrace
    Powered by LiveHelpNow customer support suite