How To
Editing Linked Accounts
- 'Exclude from Investment and Planning tools' Feature
- How do I update my Venmo Account?
- Managing Closed Accounts
- Editing Investment Account Details
- Editing Cash Account Details
- I just marked an account "Closed". Why do I still see it showing in my account list?
Common Questions
- Creating a New Rule for Transactions
- Export Transactions To A .CSV File Through Our Web Application
- How to Disable Pop-Up Blockers in Your Browser
- How to Split Transactions
- Export Net Worth/Transactional Data Through The Mobile Application
- Why is my Fidelity Cash Management account grouped with my investment accounts?
Profile & Settings
Linking/Removing Accounts
- Linking Wealthfront with Two-Factor Authentication (2FA)
- Creating A Manual Account As Your First Account
- Tracking holdings without a ticker symbol in a manual investment account
- Create a Manual Account
- Can I Manually Add Transactions to My Accounts?
- How do I add the value of my home to Empower Personal Dashboard?