You would want to create custom asset classes for these. Let's look at modeling a REIT as an example. Say that you project 80% of the future returns will be from the dividend, which is taxable at ordinary income tax rates. First, select your username at the top right and go to 'Account'. Then go to the 'Asset Class Assumptions' section. Look at the screenshot below. In this example I assigned an [...]
Article search results for : "Account linking"
126 ArticlesThe asset class for a holding I have is wrong. I linked the account. How do I edit or change the asset class or classification for a holding?
You can change the asset class mix by holding for a linked account if it has been mapped incorrectly. The program will remember this asset classification going forward. You can see this is in the screenshot [...]
Can I model deferred compensation?
Yes, accounts that are deferred compensation can be linked or you can manually add them. You can then set the payout start and ending ages for the deferred [...]
Can I view historical transactions such as interest payments, dividends, deposits, and withdrawals for linked accounts?
You can view historical transaction information for accounts that are linked and filter by the transaction [...]
I find that I have to re-enter my login credentials frequently for one of the brokers I linked. Why is that?
WealthTrace does not determine how often you must re-enter your login credentials for linked accounts. The broker or bank determines this. However, many have the ability to change how often they ask for this. You would need to contact your broker or bank and ask if there is a way to change the [...]
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 [...]
I have a linked account that hasn't updated in a few days. What do I do to fix this?
On the dashboard, hover over the warning icon next to the account that is not updating and you will see the reason for the linking failure. Normally you will be asked to re-enter your credentials for the financial institution. Click the warning icon to bring up the window to re-enter [...]
Can I view the underlying holdings for linked investment accounts?
Yes, there are two ways to do this. In Cash Flow Inputs>Investment Assets click on View Asset Allocation once in the account. You can also view holdings for all accounts under Investment Insights > Investment [...]
Can I edit the name of an investment account that I linked?
Yes, open the account in Cash Flow Inputs > Investment Assets and change the name [...]
How do I enter an investment account without linking it?
Go to Cash Flow Inputs > Investment Accounts to add an investment manually. You can select from a variety of account types to add and you can then enter information such as the balance, contributions, and even [...]