What is a Manual Account?
Manual Accounts (including both "Manual Assets" and "Manual Liabilities") allow you to enter the parts of your financial life that you cannot or choose not to automatically sync. Some common examples include:
- The value of your home
- Vehicles
- Jewelry and other valuables
- Deferred tax liabilities
- Outside investment holdings
- And more
These assets and liabilities may not be available to sync from an online account, but your personal balance sheet would be incomplete without them.
To learn more, head to the Manual Accounts page.
Need More Help?
Do you have a question or issue that is not covered here? Check out the related pages below, or please email us at wealthtracker@stifel.com for more help.
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