Are you on track to meet your financial goals?

My Net Worth is an aggregation tool that allows you to see your complete financial picture in a single online view. You can review your current Janney accounts and add outside accounts to see how each aspect of your finances can work together toward your goals.

Additional Features/Benefits:

  • Track changes to your net worth over time
  • View your asset allocation across all your accounts (by asset class, size/style, and sector)
  • Set budgets for expenses
  • Track progress toward future goals
  • Analyze cash flow into and out of accounts
  • Request transfers of outside assets into Janney

Get Started:

Once logged on to www.myjanney.com, find My Net Worth under Portfolio & Planning in the main navigation bar. To add non-Janney accounts for that bigger-picture view, select “Manage & Add Accounts” from the drop-down list.

Related Documents

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/