Course curriculum

    1. How to Link Accounts

    2. How to Manually Add Accounts

    1. Assigning Asset Classes and Entering Holdings

    2. Entering ETF’s or Mutual Funds

    3. Editing the Account Assumptions

    4. Editing Holdings in a Linked Account

    1. Editing Asset Class Assumptions

About this course

  • Free
  • 7 lessons
  • 0 hours of video content