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How to update an asset as an advisor
How to update an asset as an advisor
Aninda Moss avatar
Written by Aninda Moss
Updated over 3 months ago

Keeping your asset updated is obviously one of the important things to plan for the future.
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Updating your asset is an easy process:

1) Once logged in you will see your dashboard with all your graphs, projections & assets.
2) When you scroll down you should see your asset.

3) Click on the "update" button on the asset you would like to update.

4) Add in the current value or make any changes you would want to

5) Scroll down and click "update asset"


Your asset has now been updated.
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Note: Some assets will automatically update on a monthly basis if your wealth manager has opted in for automatic updates.

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