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 advisorservices@runoranj.com 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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