If the financial institution for your investment account is currently not supported by Empower Personal Dashboard, you can create a Manual Investment Holding within the application, so it can be included in your Net Worth and other calculations. You can add this account using either our web application or mobile applications. The steps for each are below.
Web Application (www.personalcapital.com)
1. Log in to Empower Personal Dashboard
2. Click on the 'Link' (+) icon on the sidebar.
3. Click on 'Add Portfolio'
4. Enter the account name and the number (optional)
5. Click 'Continue' to save and add the account
iPhone /iPad Application:
1. Log in to the application.
2. Go to Net Worth page.
2. Scroll down to 'Link More Accounts' and select it
3. Click on 'More'>'Manual Investment Holdings'
4. Enter the account name and the number (optional)
5. Click 'Continue' to save and add the account
Android
1. Log in to the application.
2. Select "Menu" button or action bar.
3. Select "Link Account"
4. Click on 'More'>'Manual Investment Holdings'
5. Enter the account name and the number (optional)
6. Click 'Continue' to save and add the account
Once you have added the manual investment account please add your holdings by following the steps below after selecting the account in your Accounts panel:
1. Select 'Add Holding'
2. Type in the ticker or CUSIP
3. Click Search and when the right one shows up (check description), click Done
Note: Cash Balances can be added at the top of the graph (Web Application) or Holdings List (Mobile Application) of the Manual account details page.
To edit the Holdings, Click or Tap on the holding to edit the Description, Shares, and Cost Basis.