Individuals & Families

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My Net Worth

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MY NET WORTH is an online feature that lets you monitor both your Janney and non-Janney financial accounts from our secure

Online Access website.

This powerful tool can help you understand more about your complete financial picture, and see your entire net worth in a single online view.

 

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Convenient & Secure

You don’t have to go to multiple financial sites using multiple passwords to view your account information. MY NET WORTH stores and encrypts all of your logins in order to retrieve your account information—so you can access everything in one place.

Complete Picture 

You get a comprehensive view of all your finances held inside and outside of Janney—including bank, investment, and credit card accounts.

Planning

Easy-to-use tools help you review spending habits through a combined view of all your transactions.

Advice

Sharing your information with your Janney Financial Advisor can help you set goals and make better financial decisions.



Four Separate Views of Your Finances

 

 

Net Worth Over Time.

Monitor your assets (investments, bank accounts) and liabilities (credit card and loan accounts) as your net worth changes daily.

 

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Asset Allocation.

Monitor your total asset allocation among your accounts—by broad asset class, size/style, and sector breakdown. View holdings in each account, or combine them into a single view.

 

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Expenses.

Set budgets for expenses, track progress toward future goals, analyze cash flow into and out of accounts, and request transfers of outside assets into Janney.

 

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Combined Activity.

View investment and cash transactions across all accounts. Sort by transaction type, and filter by set or custom time frames.

 

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