Tag
Investments
- View investment holdings and gainsAsk your AI what you hold in a linked brokerage account, what it's worth and your gains, once Investment details is turned on for that bank.
- Turn on card, investment and recurring detailsTurn on Card & loan details, Investment details or Recurring bills & income for a linked bank, so your AI can read APRs, holdings and recurring payments.
- My investment holdings list is emptyYour AI finds no positions for a brokerage account. Learn why, from Investment details being off to an account you added yourself, and how to fix it.