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Viewing Account Details

You can view account details and the total aggregate balance for all selected accounts.

Account details

This section displays the summary of LPL/Non LPL accounts. The information provided for each account is:

• Nickname
• Account number
• Held at
• Total Value
• Percent of Portfolio 

To view more details about an account, click to expand an account name. The details displayed for LPL/Non LPL Accounts are mentioned below.

LPL Accounts

For LPL accounts, the Account Class, Open Date, Close Date and Account Registration information is displayed.

Non LPL Accounts

For LPL Accounts, the following are displayed:

• Annuity: Contract Number, Annuity Name, Status, Primary Beneficiary,  Contingent Beneficiary, Annuitant, Contract Value, Full Surrender Value, Total Payments and Total Withdrawals

• Mutual Fund: Fund Name, Fund Account, Fund family, Account Registration, Total Value

• Alternative investments: Sponsor Name, Sponsor Account, Sponsor Family, Account Registration, Total Value

Total Value

Total Value is the sum of the market value of all the accounts.

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