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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Anika Eriksen

Mass AffluentAge 30-39San Diego, CAGrowth riskWorks at IntelAdvisor Marcus Oyelaran

Net worth

$637.6K

assets minus liabilities

Assets

$788.1K

5 accounts

Liabilities

$150.4K

2 accounts

Take-home pay

$96.5K

last 12 months

Held with your firm 54%Held away 46%

$426,115$361,967

Balance history

HeldHeld awayNet worth

Linked accounts (5)

$788,082

Your Firm Brokerage••2368
Linked Oct 14, 2024
Held$426,115
Morgan Stanley Brokerage••1260
Linked Sep 16, 2024
Away$125,436
John Hancock 401(k)••1473
Linked Aug 17, 2023
Away$113,058
Ally Bank Savings••3936
Linked Oct 15, 2024
Away$110,375
Citibank Checking••8229
Linked Mar 16, 2024
Away$13,098

Liabilities (2)

$150,438

Wells Fargo Mortgage••2853
Linked Aug 19, 2024
$146,594
Citibank Credit card••5322
Linked May 28, 2023
$3,843

Signal timeline (1)

Income ChangeNov 13New
Anika Eriksen has a new recurring deposit of $3,750 from Royalty payments