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How do I track an account, asset, or liability in my plan that can’t be linked?
If you have an account, asset, or liability that can’t be linked electronically, you can link it manually by clicking “Add external accounts” on your dashboard and then choosing “Add account manually”.
We’ll project the value of your manually-linked asset or liability over time based on the details you input, but we won’t dynamically update your balance, so projections that include that asset or liability may become less accurate over time.
Investment management and advisory services are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), a Member of FINRA/SIPC. Financial planning tools are provided by Wealthfront Software LLC (“Wealthfront Software”).
Path is Wealthfront’s free, software-based financial planning tool which helps users optimize their finances to meet certain goals. The information provided by Path is for illustrative purposes only and is not investment advice or performance. Users should not rely on this information as a basis of investment, financial, or tax planning decisions. See Wealthfront.com/planning for details.
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