The My Accounts Panel contains a list of all accounts that you have linked or created within your Empower Personal Dashboard and is located on the left side of the dashboard. Below is a screenshot showing the panel in the web application:
Net Worth
Clicking on 'NET WORTH" at the top of the panel will display your net worth information in the right-hand panel, including an overall net worth graph and, below that, a list of your accounts. You can click on the different tabs in this panel to view the data by account type as well. Clicking on an account will take you to the account details page (see below).
Assets/Liabilities
These are simple graphs displaying a summary of the total assets and total liabilities.
Needs attention section
Any messages regarding accounts that require attention will display in the Needs attention section. NOTE - this section contains messages only. You cannot edit accounts in this section and the edit account icon will not display for any entries. To edit an account, you'll need to scroll further down to the actual account entries in the Accounts section.
Accounts section
Your actual accounts are displayed further down the panel and are organized by account type. Cash at the top, then Investment, Credit, Loan, Mortgage, Other Asset and Other Liabilities.
Clicking on the group name, E.G. - Cash, takes you to the Net Worth - Cash page. This is a shortcut to view the accounts by their respective group.
Account errors will be displayed in the panel as well. For example, if we are having difficulty contacting one of your financial institutions to update your account data you will see an icon next to your account name. Clicking on that icon will take you to a series of steps to allow you to help us resolve the error.
Account Details
Clicking on an account name in the Accounts section will open the account details page in the right-hand panel. This is where you can see balance data, transactions, and other account details:
Collapse button
You can collapse the entire My Accounts panel to have more room for content in the right-hand panel by clicking on the symbol in the upper left of the My Accounts panel: