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Manual accounts let you track financial accounts that aren’t held at a connected custodian — checking and savings accounts, insurance policies, outside retirement accounts, education savings plans, and more. Unlike custodian accounts, manual accounts are created and maintained by you. Balances and details don’t sync automatically.

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Open the manual accounts list

Click Accounts → Manual in the sidebar. The list shows all manual accounts across your book.

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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. Accounts set to Other show the custom label you entered.
  • Institution — The institution name (e.g., Chase, Vanguard).
  • Balance — The current balance.
  • Account number — Masked by default. Hover the cell to reveal a copy icon (copies the full number to your clipboard) and an eye icon (toggles between the masked and full number). The same controls appear on the Accounts cards on a household’s Records tab.

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Create a manual account

You can create manual accounts from the list page or from a client’s household.

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From the manual accounts list

1

Click New account

2

Select a household

Choose a client from the Household dropdown.
3

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.
4

Click Create

The account appears in the manual accounts list and on the client’s Records tab.

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From a client’s household

1

Open the client's detail page

Click on a client from the Clients list.
2

Go to the Records tab

Click Records in the right-side panel, then expand the Accounts section.
3

Click Add financial account

Fill in the account details and save.

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Account form fields

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Search and filter

Type in the Search field to find accounts by name or institution.

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Account type

The Account type filter chip appears at the top of the list. Click it to filter by Checking, Savings, Investment, or Insurance.

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Additional filters

Click Filter to add filters for:
  • Tax-advantaged type — Filter by tax status. Includes an Other option for accounts with a custom tax type label.
  • Institution — Filter by institution name.
  • Balance — Filter by balance (greater than, less than, equal to, etc.).

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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.

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FAQ

No. Only linked custodian accounts contribute to AUM. Manual account balances are tracked for your reference only.
Yes. When creating or editing a manual account, you can select any people from the household as owners.
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.For anything not on the list, pick Other and type your own Tax type label (e.g., “Defined benefit plan”). That custom label is what shows in the Tax-advantaged type column and the tax-type filter.

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Next steps

Household accounts

View and edit accounts on a client’s Records tab

Custodian accounts

Browse accounts synced from your custodian