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Accounts
Each institution requires a separate connection.
TOTAL NET WORTH
$223,800
ASSET COMPOSITION
$240,400 IN ASSETS
$68,00028.3%
$145,00060.3%
$27,40011.4%
TOTAL DEBT−$16,600
C
Chase
$27,400
2 ACCOUNTS
$5,400
$22,000
F
Fidelity
$213,000
2 ACCOUNTS
$68,000
$145,000
C
Capital One
$2,100
1 ACCOUNT
$2,100
C
Capital One Auto Finance
$14,500
1 ACCOUNT
$14,500
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BY ACCOUNT TYPE
6
Brokerage1
$68,000Retirement1
$145,000Savings1
$22,000Checking1
$5,400Credit card1
−$2,100Auto loan1
−$14,500