Manual Investment accounts in Empower Personal Dashboard allow for adding assets that do not have a public ticker symbol. In order to add private equity, loans, or funds that do not have a public stock ticker you can utilize a custom ticker.
The first step will be to create a manual investment account though the steps at Add Manual Investments Holdings.
Once an account is added you can add manual holdings by entering a value in the ticker field that is not a public ticker. The quantity, price, and description will need to be input and updated manually. An example is provided below for shares in a privately held lemonade stand:
Click on 'Done' dafter adding each private holding. This can be repeated as many times as needed for different holdings.
To edit the holding, click on the holding in question in the Manual account. The quantity, price, description, and cost basis will be available for editing. Please note: the price of a holding without a valid ticker can only be edited within the Web version of the dashboard.
The holdings will then be available in the Manual Classifications allowing for the addition of an allocation if desired.