Investment Accounts
Brokerage account with related investment accounts (stock, bond, mutual fund, index fund, interest, dividend)
You would want to select this set of accounts if you have investments (stock, bond, mutual fund, index fund, interest, dividend).
Root Account
1972cce2e2364f95b2b0bc014502661d
ROOT
0
Assets
52b5942b5beaec856eaca5a75ee71592
ASSET
ISO4217
USD
Assets
1972cce2e2364f95b2b0bc014502661d
placeholder
true
Investments
7ff59d92615cce4d8388d7e179ee3ff6
ASSET
ISO4217
USD
Investments
52b5942b5beaec856eaca5a75ee71592
placeholder
true
Brokerage Account
f15ec9568727f08a5ebd8f3e66483876
BANK
ISO4217
USD
Brokerage Account
7ff59d92615cce4d8388d7e179ee3ff6
Bond
8196bf0015c25f501338f07a87c512d8
STOCK
ISO4217
USD
Bond
f15ec9568727f08a5ebd8f3e66483876
Stock
7d7db9bed07f21fc0b1f50674702aff0
STOCK
ISO4217
USD
Stock
f15ec9568727f08a5ebd8f3e66483876
Market Index
fe9db8a7eedf2990e9846f634a922143
MUTUAL
ISO4217
USD
Market Index
f15ec9568727f08a5ebd8f3e66483876
Mutual Fund
9da28c1aa7789e84bdc8484ba8f527b3
MUTUAL
ISO4217
USD
Mutual Fund
f15ec9568727f08a5ebd8f3e66483876
Income
9da3c880bd04b9db49eb7f5b06403bda
INCOME
ISO4217
USD
Income
1972cce2e2364f95b2b0bc014502661d
placeholder
true
Dividend Income
1af1f4894aeab96d840e66254d023b88
INCOME
ISO4217
USD
Dividend Income
9da3c880bd04b9db49eb7f5b06403bda
Interest Income
7943bc59ffbb9a7be4afcd2996147119
INCOME
ISO4217
USD
Interest Income
9da3c880bd04b9db49eb7f5b06403bda
Bond Interest
8ceb4752a11e2d342b9009b343fdba38
INCOME
ISO4217
USD
Bond Interest
7943bc59ffbb9a7be4afcd2996147119
Expenses
6de23244232785031501171abcc1d4aa
EXPENSE
ISO4217
USD
Expenses
1972cce2e2364f95b2b0bc014502661d
placeholder
true
Commissions
77fdffddc79c662c93c482cefa5a4744
EXPENSE
ISO4217
USD
Commissions
6de23244232785031501171abcc1d4aa