The RR Portal allows you to aggregate additional outside accounts, however, savings accounts and other bank accounts will need to be manually added. When you add an account manually, the RR Portal will account for the balance that you enter towards your total net worth. However, it will not automatically update the balance, and you will need to manually edit the balance to reflect any changes in account value.
- Go to the Accounts Tab
- Select "Add new account" and click “Next”
- Select whether for yourself ("Me") or partner ("Spouse/Partner")
- Add Account Name
- Add Account Type (ex. "Other Taxable" for a bank savings account)
- Add Annual Contribution (if applicable), then click “Next”
- Select how you like to represent the account:
- "By Total Account Value"
- "By Individual Fund"
- "By Individual Asset Category" (select this for individual savings accounts)
- For a savings account, select "Money Market - Taxable”
- Enter the account value, then add the investment
- Select "Save Investment"
- Your selected account will then be successfully added
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