How do I view fees for all of my Investment accounts?

By default, the Retirement Fee Analyzer will select non-taxable accounts for analysis.

Account types can be edited in the event an account is incorrectly assigned as a taxable or non-taxable account type.  To do so, select the 'Pencil' icon on the My Accounts panel. Then select the 'Pencil' icon to the left of the investment account you want to change.  In the 'Account Type' drop down, select the correct account type, and then click Save. 

Taxable investment accounts can also be analyzed. To do so, invoke the account selector on the page and select all or individual taxable accounts.

 

Was this article helpful?
2 out of 5 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk