holdings | 1 min

Add or Edit Investment Account Holdings

Last published on: July 17, 2026

Add Holdings

  1. From a household dashboard, click the edit pencil icon on the top right side of the page

 

  1. Click on Assets

 

  1. Click the gear icon next to an investment account

 

 

  1. Click to open the dropdown menu under Allocation Option

 

  1. Click on Holdings

 

 

  1. Click on Add Holdings

 

 

  1. Use the search bar to find the stock or ETF you'd like to add

 

 

  1. Enter the number of shares and click Confirm to save

 

 

  1. Click See Company Details to view additional information on the company

 

 

  1. Click on Custom to add any additional custom holdings

 

 

  1. Click on Add Custom Holding

 

 

  1. Enter the name of your custom holding

 

 

  1. Enter the total value

 

 

  1. Select classification by searching for the asset class

 

 

  1. Click Confirm

 

 

  1. Click Save to complete your entry

 

 

Edit Holdings

  1. On an existing investment account, click the gear icon

 

 

  1. Click Manage and follow the same steps to add or adjust your current holdings

 

 

  1. Click Finish to save your inputs and return to the dashboard

 

📢  Important Note

Holdings data will reflect the stock price based on the previous day's closing price. Some integrations may already bring over holdings data; see the Integration Data Points article to check whether holdings are included. 

For any integrations that are updated to include holdings data, you will need to update any existing linked accounts at the plan level so they start using the holdings data. 

New linked accounts will automatically bring in holdings data if it's available.

 

 

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