Net Worth
$10,998,373.98
Accounts (4)
Cash
Click "+" to link Cash accounts.
Investment
Charles Schwab
$6,346,770.47
Schwab Main - ending 6319
2024-04-22
Edward Jones - U.S. Clients Access
$206,493.15
Wells Fargo 529 - ending 6189
2024-04-22
Custom
Custom
$2,240,397.36
Wife 401k - ending 2
2024-04-22
Custom
$2,204,713.00
Husband 401k - ending 1
2024-04-22
This is what I think Step 2 could look like (ie, the current link2)