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 advisorservices@runoranj.com or by calling 312-635-0889.
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TD Ameritrade |
Charles Schwab* |
All Others |
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List of household accounts & portfolios |
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✅ |
✅ |
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Balance History |
✅ |
✅ |
✅ |
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Asset Allocation |
✅ |
✅ |
✅ |
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Balance change over selected timeframe |
✅ |
✅ |
✅ |
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Dividends and Interest Totals |
✅ |
✅ |
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Net contributions for each managed account |
✅ |
✅ |
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Gross Return |
✅ |
✅ |
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Net Return |
✅ |
✅ |
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Household Management Fee Summary |
✅ |
*Historical data only available from May 20, 2020
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