Adding an Investment Account


The types of investment accounts that are available to add to your scenarios are:

  • Savings
  • Checking
  • Money market
  • CD
  • Brokerage
  • Mutual funds
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Inherited IRA
  • Inherited Roth
  • 401(K)
  • 403(B)
  • Roth 401(K)
  • Deferred annuity
  • Deferred compensation
  • Municipal bonds
  • Taxable
  • Stock options
  • Other retirement

These can all be added from the Worksheets>Client Data>Assets & Liabilities tab by expanding the Click to 'Add' new drop down box, which has a default selection of Investment Account, selecting the appropriate type and clicking on the Add button.

Once the asset type is selected, click the Add button, A pop up will prompt you to further define the new account you're trying to add.

After the option to add a new investment account is selected, the system brings up five different options to identify and define the account:

  • Account Type – this is the same as the list of investment accounts available
  • Account Name – this gives you the opportunity to customize the name on the account. If a client has multiple 401K’s, for instance, one could be called “company A 401K” and the other “company B 401K”
  • Account owner – client, spouse or joint
  • Beneficiary – spouse, or one of the beneficiaries defined for the client previously
  • Contingent Beneficiary – any of the beneficiaries previously defined for the client OR mixed for multiple


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