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.

Add Account

You can add this account using either our web application or mobile applications. The steps for each are below. 

Web Application

1. Log in to Empower Personal Dashboard
2. Click on the 'Link' (+) icon above the My Accounts panel.
3. Click on 'Add Portfolio'
4. Enter the account name and the number (optional)
5. Click 'Done' to save and add the account

Mobile Application

1. Log in to the application.
2. Tap the gear icon in the upper right of the Net Worth page
3. Tap 'Link account'
4. Tap 'Add manual account' at the bottom of the 'Find account' page:
   
5. Tap on 'Manual Investment Holdings':
   
6. Enter the Account Name (required) and the Account Number (optional)
7. Click 'Continue' to save and add the account

Add Holdings

Once you have added the manual investment holdings account, you can add your holdings by following the steps below after selecting the account in the My Accounts panel.

1. Click the 'Add Holding' button to open the Holding section at the top of the Holdings list:
   
2. Enter the stock ticker or CUSIP,
3. Click on the 'Shares' field to automatically update the Description and Price fields (assuming the ticker/CUSIP could be found) and enter in the number of shares:
   

Edit Cash Balance

A cash balance can be added above the Balance Graph in the web application's Account Details page:

...or just above the Holdings List in the mobile application's Account Details page:

Edit Holdings

To edit the holdings, select the manual investment holdings account from the My Accounts panel and Click or Tap on the holding to edit the Description, Shares, and Cost Basis.

Web Application:

Mobile Application: