Group Cash Accounts with Investments

By default, the Investment section of the application includes only Investment accounts. For HSAs and Cash Management accounts, however, you may find that you wish to group the Bank accounts with your Investment accounts. This will include the account in your investment portfolio and will be included in any calculations and advice.

Simply click the pencil icon next to the account you wish to mark as an investment, then check the "Group with Investment Accounts" box.Screen_Shot_2018-07-26_at_4.18.54_PM.png

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