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
- 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
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.