What data is available for Passportfolio® accounts?
The account data retrieved by Passportfolio® depends on the availability of data from your service provider or financial institution. If available from your service provider or financial institution, Passportfolio® may be able to access the following types of data:
- Account balance
- Account history
- Asset holdings
- Ticker symbols
- Transaction data
- Credit information
- Debit information
- Brokerage information
Balances for your Passportfolio® accounts appear on the Financial Summary. You can view account information on the Profile page, transactions for these accounts on the History page, and holdings on the Portfolio Holdings page.
Passportfolio® account information is updated nightly. Balances, transactions, holdings, and other information from your service provider are updated from the prior business day. For the most current information from your service providers, you can click Passportfolio on the Financial Summary.
