Open the manual accounts list
Click Accounts → Manual in the sidebar. The list shows all manual accounts across your book.Columns
- Account — The account name. Click to open the linked household.
- Household — The client household this account belongs to.
- Account type — Checking, Savings, Investment, or Insurance.
- Tax-advantaged type — The tax status (e.g., Traditional 401(k), Roth IRA, 529). Shows a dash if not applicable.
- Institution — The institution name (e.g., Chase, Vanguard).
- Balance — The current balance.
- Account number — The account number. Click to copy it.
Create a manual account
You can create manual accounts from the list page or from a client’s household.From the manual accounts list
Fill in the account details
Enter an Account name and select an Account type (Checking, Savings, Investment, or Insurance). Choose a Tax type if applicable. Optionally add the Institution, Account owners, Balance, and Account number.
Click Create
The account appears in the manual accounts list and on the client’s Records tab.
From a client’s household
Account form fields
| Field | Description | Required |
|---|---|---|
| Household | The client household this account belongs to | Yes |
| Account name | A descriptive name (e.g., “Chase Checking”) | Yes |
| Account type | Checking, Savings, Investment, or Insurance | Yes |
| Tax type | Tax-advantaged status. Options include retirement accounts (401(k), IRA, 403(b), 457, pension), health savings (HSA), education savings (529, Coverdell ESA), custodial accounts (UGMA, UTMA), and more. Defaults to “Not applicable” | Yes |
| Institution | The institution holding the account | No |
| Account owners | One or more people from the household | No |
| Balance | The current account balance | No |
| Account number | The account number (stored securely) | No |
Search and filter
Type in the Search field to find accounts by name or institution.Account type
The Account type filter chip appears at the top of the list. Click it to filter by Checking, Savings, Investment, or Insurance.Additional filters
Click Filter to add filters for:- Tax-advantaged type — Filter by tax status.
- Institution — Filter by institution name.
- Balance — Filter by balance (greater than, less than, equal to, etc.).
Edit and delete accounts
To edit or delete a manual account, open the client’s household and go to the Accounts section on the Records tab. From there you can update any field or delete the account.FAQ
Do manual accounts count toward a client's AUM?
Do manual accounts count toward a client's AUM?
No. Only linked custodian accounts contribute to AUM. Manual account balances are tracked for your reference only.
Can I add multiple owners to an account?
Can I add multiple owners to an account?
Yes. When creating or editing a manual account, you can select any people from the household as owners.
What tax types are available?
What tax types are available?
Options include Traditional and Roth variants of 401(k), 403(b), 457, and IRA accounts, as well as SEP IRA, SIMPLE IRA, HSA, 529, Coverdell ESA, UGMA, UTMA, pension, and profit-sharing plans. Choose “Not applicable” for non-tax-advantaged accounts like checking or standard brokerage accounts.
Next steps
Household accounts
View and edit accounts on a client’s Records tab
Custodian accounts
Browse accounts synced from your custodian