Viewing Aggregated Holdings for a Financial Account

Use the following procedure to view aggregated holdings for a financial account.

To view aggregated holdings for a financial account

1. Select the financial accounts by checking the Aggregation Select field of the desired accounts. (See Selecting a Financial Account Associated with a Household.)

2. Scroll down and click the Aggregated Holdings subview tab.

3. Scroll up to the Financial Accounts list, and click Generate Holdings.

   The Aggregated Holdings list appears, displaying all holdings in the selected account by asset class, such as securities, mutual funds, or bonds. Selecting a specific asset class in the Aggregated Holdings displays the individual positions in the Holdings subview.