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Frequently Asked Questions

Can I link investment accounts using the new method of adding non-Baker Boyer accounts?

Yes, using our new method of adding non-Baker Boyer accounts you will be able to link your investment accounts and view your balance, along with any transactions that are available for those accounts. For the initial release, the ability to pull in Position data and show details about the individual stocks that are included within the investment will not be available. We are working on a solution to be able to provide you with that information. At this time, we do not have an estimated completion date; however, we will continue to provide updates.