Manual Brokerage Account Not in Net Worth

hangingchad

How do I get a manual brokerage account (used to track ESOP value) to be included in my net worth? It shows as "Excluded":

I uploaded 4 years of account balance history:

The account is not hidden or excluded:

And it shows a positive Market Value on the account page:

Any advice would be appreciated.

I do not have any transactions, but did try to add some and it didn't make a difference.

Coach Aldair

Hello @hangingchad,

Thank you for bringing this to our attention. To include the missing Brokerage account in your Net Worth, please follow these steps:

1. Navigate to the Net Worth section.
2. Select the three dots (⋮) in the upper-right corner.
3. Select View Included Accounts.
4. Locate the Brokerage account that is not currently included.
5. Select the account to add it to your Net Worth.

Once selected, the account should be included in your Net Worth calculation.

Please let us know if you continue to experience any issues after completing these steps.