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The Accounts, insurance, and annuities section on a client’s Records tab shows all financial accounts linked to that household — both manual accounts you’ve created and accounts synced from a custodian integration.
Financial accounts are available for clients only. Prospects have a separate Insurance section for insurance policies.

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View accounts

Open a client’s detail page and click Records in the right-side panel. Expand the Accounts, insurance, and annuities section to see all accounts for this household. Each account card shows:
  • Account name and institution
  • Account type and tax-advantaged type (if applicable)
  • Account number — if available
  • Owner(s) — the household members who own the account
  • Balance — the most recent balance with an “as of” date
  • YTD return — year-to-date return percentage (color-coded green for gains, red for losses)
Click Show more on an account card to see additional details including performance metrics (MTD, QTD, 1-year, 3-year, and 5-year returns) and the full account number.

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Add an account

1

Expand the Accounts section

Click Records in the right-side panel, then expand Accounts, insurance, and annuities.
2

Choose Financial account

Click Add account, insurance, or annuity → Financial account.
3

Fill in the details

Enter the account name, select an account type and tax type, and optionally add the institution, account owners, balance, and account number. See manual accounts for a full description of each field.
4

Save the account

The new account appears in the Accounts section.
You can also create manual accounts from the Accounts → Manual page in the sidebar. See creating manual accounts.

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Edit an account

Click an account card to open the edit form. You can update:
  • Account name, institution, and account number
  • Account type and tax-advantaged type
  • Account owners (select one or more household members)
  • Balance
  • Notes — free-form notes about the account
Click Save changes to apply your edits.

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Keep supporting files with financial records

Financial accounts, insurance policies, and annuity contracts have Notes and Attachments. Click Add attachment in the form to select a supporting file, then save the record. To create a different record type, choose Insurance policy or Annuity contract from Add account, insurance, or annuity. If an account was originally synced from your custodian, a link icon appears on the card. To stop syncing updates while keeping the account data:
1

Click the account card to open it

2

Click Unlink account

Confirm the action. The account remains on the household but no longer receives updates from the custodian.

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Delete an account

1

Click the account card to open it

2

Click Delete account

Confirm the deletion.
Deleting an account removes it permanently. This cannot be undone.

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FAQ

Yes. When adding or editing an account, you can select multiple people from the household as owners.
The Accounts section only appears for client households. If you’re viewing a prospect, it won’t be available.
If you have a custodian integration connected and accounts are linked, balances update automatically with each nightly sync. For manual accounts, you update balances yourself from the edit form.