What type of accounts can be linked in HW Wealth Manager?

HW Wealth Manager provides a single portal for all of your financial information. Bank accounts, investment accounts, retirement accounts, credit cards, mortgages, insurance, etc. can all be aggregated into HW Wealth Manager. If you have a username and password for your underlying financial institution, you should be able to link the account. If you do not have a username and password, you may add the account manually.