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.