Intro

AssetView is a secure and private tool that enables you to make superior investing decisions across all asset classes, financial relationships, and time horizons.

Things to Know

1. AssetView is installed as an application.
2. Updates to AssetView are implemented automatically when you close and re-open the application. If you are in the application when an update is released, you will be notified in the application and you may choose whether you update the application at that moment, or if not, AssetView will automatically update when you close and re-open the application.
3. AssetView is optimized for wide-screen display.

Quick Start Guide

1. Create your AssetView account; you may either set a user name and password or you may use one of the other authentication methods.
2. AssetView will automatically create your initial Portfolio which you may name.
3. Add Sources to connect your brokerage accounts to AssetView.
4. Add Accounts other than those created by adding a Source (e.g. partnerships).
5. Assign Attributes to your Accounts.
6. Add Assets other than those created by adding a Source.
7. Assign Attributes to your Assets.
8. Add Transactions.