Intro

AssetView (“AV”) 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. AV may be installed as an application or may be accessed via a web browser.
2. Updates to AV are implemented automatically when you close and re-open the application or your browser. 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, AV will automatically update when you close and re-open the application.
3. AV is optimized for wide-screen display.

Quick Start Guide

1. Create your AV account; you may either create a user name and password or you may use one of the other authentication methods.
2. AV will automatically create your initial Portfolio which you may name.
3. Add Sources to connect your brokerage accounts to AV.
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.