Portfolio demo. All data is synthetic and for illustration only.
Client profile · synthetic
Net worth
$5M
assets minus liabilities
Assets
$6.5M
7 accounts
Liabilities
$1.5M
3 accounts
Take-home pay
$369.1K
last 12 months
Voya 401(k)••3247
Linked Apr 12, 2023
E*TRADE Brokerage••9065
Linked Sep 28, 2024
Your Firm Brokerage••1652
Linked Apr 29, 2023
Your Firm IRA••5839
Linked May 19, 2024
Bank of America Checking••2016
Linked Aug 13, 2022
Bank of America Savings••1719
Linked Apr 11, 2023
Voya HSA••6989
Linked Apr 13, 2023
Citibank Mortgage••5534
Linked May 10, 2024
Bank of America Credit card••1585
Linked Jan 5, 2024
Citibank Auto loan••2585
Linked Oct 29, 2023