What do I do if I can't find one of my account providers when I'm trying to add an account to HW Wealth Manager?

If you cannot find your account provider, please email us the institution name and URL via the portal or call us at 877-837-2266. While we are constantly adding to the number of linkable institutions, if yours is not yet supported you can add the account manually. The ability to add an account manually is available below the Link an Account tab. You may manually add an investment account, bank account, loan, insurance, or property. These accounts will be static and the value will not change.