Net Worth by Custodian

Net Worth by Custodian

• This table at the top shows total net worth on month ends and the most recent business date. (Same data with more detail is available on the next.)
  page.

• The graph shows Networth over time arranged by Custodian.
  • Multiple Child Accounts at the same Custodian are merged into one.
  • User can toggle which asset classes / custodians to include in this report by clicking on the relevant button.