Investment Report Features Supported By Financial Institution

Due to the availability of historical data, certain data points in the Investment Report are only available for accounts at specific financial institutions. These are the report features that your financial institution supports.  If you have additional questions, reach out to our Advisor Services team at or by calling 312-635-0889.


TD Ameritrade 

Charles Schwab*

All Others

List of household accounts & portfolios

Balance History

Asset Allocation

Balance change over selected timeframe

Dividends and Interest Totals


Net contributions for each managed account


Gross Return


Net Return


Household Management Fee Summary


*Historical data only available from May 20, 2020

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