Why is my investment account reporting an incorrect balance?

If your investment account(s) is reporting incorrect balance, it is possible that the holdings/securities information is incorrect. 

Please navigate to the 'Holdings' section and verify the values reported for price and quantity reported for each holding.

If the holdings information doesn't match the values that your financial institution reports, please contact support with the Account Name, and the name/symbol of the incorrect holding to resolve the issue. 

If the holdings information matches the values that your financial institution reports, please contact support with the Account Name to resolve the issue. 


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