Personal Finance Dashboard
On your personal finance dashboard, you can connect your bank accounts, credit cards, mortgage, investment, retirement accounts, insurance, etc. — all aggregated securely in one place. From there, you can access tools to utilize the spending and budgeting resources available in your dashboard.
- Select from thousands of popular banking, credit card, investment, and billing accounts to create your dashboard.
- Monitor your entire portfolio, including investment, banking, and credit card accounts, as well as real estate information.
- Consolidate your investment holdings into one comprehensive view.
- Review recent transaction history on investment, banking and credit card accounts.
- Create a budget and track your spending.
- Set your financial priorities.
- Define your financial risk tolerance.
- Plus, much more!
For more information on our Finance Connector, please contact:
Scott Cameron, CFA
Principal & Chief Investment Officer
T: (888) 559-0159 ext. 102
T: (503) 772-0159 ext. 102