You can view the Net Worth page of all your investment accounts combined by clicking Overview > Net Worth from the menu bar at the top of the Empower Dashboard, and then clicking the "Investment" tab.
The Investments section of the left-side Accounts panel lists your investment accounts, both taxable and non-taxable. You can click on the name of each investment account in the Accounts panel to view details for that specific account in the main panel on the right of your dashboard.
You will see the Financial Institution name and your chosen account Nickname in the top left-hand corner of the main panel, and four separate tabs that show information related to the account in the top right-hand corner.
The tabs show the information listed below:
Summary: This tab shows you summary balance and transaction information for the selected investment account.
Balance: This shows you the balance of the account. Since we have limited data for your account when you first add link it to your dashboard, you will see more balance data the longer you use the Empower Dashboard platform. This section will also show recent transactions on the account in the bottom table. You can adjust the dates you are viewing this information in the top right-hand corner.
Income: This shows you all investment income for the account. Income includes any transactions and amounts that are categorized as 'Interest' or 'Investment Income.' It doesn't include transfers or deposits into the account. If you see transactions that you consider investment income that aren't included in the totals change the category to either 'Interest' or 'Investment Income,' also feel free to report the financial institution and transaction type to us so we can improve the accuracy in the future. You can adjust the dates you are viewing this information in the top right-hand corner.