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 [...]
Article search results for : "Account linking"
126 ArticlesWhere 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 [...]
Can I view the historical performance for linked accounts and the funds I own?
If an account is linked you can view the performance of the account itself over various time periods. You can also view the historical performance of funds in accounts and even compare performance between two different [...]
The Annual Return assumption changed overnight for one of my linked accounts. Why did this happen?
WealthTrace will assign the annual return based on an investment account's holdings, asset classes, and the default annual return assumptions for each asset class. For more information on asset class annual return assumptions, go . For linked accounts, the holdings can change based on market movements and/or trades. When the holdings in an account change, the annual return can also change based on [...]
My linked accounts are not updating and there is a red exclamation point next to them. What do I do?
Click on the warning symbol you see below.Usually you will just be asked to re-enter your login credentials and the accounts will synch again. If you encounter an error while attempting to re-link your accounts, please email us at [...]
I have a linked account that was placed in the wrong section. It is a traditional IRA, but it shows up in the Taxable & Tax-Advantaged section. How do I move it?
You can move a linked account that appears in the wrong section. For example, a traditional IRA that shows up as a 'Taxable' account in the Taxable & Tax-Advantaged section. The screenshot below shows you how to do [...]
I have a linked investment account that shows the account type as Traditional IRA. It is actually a SEP IRA. How do I change this?
You can change the account type for a linked account and the program will remember the change. See the screenshot below to view where to change [...]
How Do I Enable Two-Factor Authentication?
To turn on Two-Factor Authentication (2FA), click your username in the top-right corner and select Account Information. Under your username, toggle 2FA on and then click Update to save your changes.Once enabled, the next time you log in, you’ll receive a security code at the email linked to your account. Enter that code to complete the login [...]
Why is a holding in my linked account showing the wrong asset class?
For linked accounts, WealthTrace receives holding information from the financial institution. In some cases, a broker may send a holding with an incorrect asset class.You can update the asset class manually by opening the account and selecting Account Holdings. Select the holding with the incorrect asset class and update it to the appropriate classification.WealthTrace will remember your updated [...]
How often do my linked accounts update?
Linked accounts update each night with the closing day's investment balances and holdings [...]