Your Financial Overview in Finn
Finn starts with the financial life you already have. By bringing connected accounts together, it can help you see your net worth, where your money is held, how cash and debt fit with investments, and which positions appear across more than one account.
How Finn works
A whole-life view, not a single-account dashboard
- 01
Connect the accounts that matter
You choose the bank, brokerage, retirement, credit, and other eligible accounts you want Finn to include.
- 02
Finn organizes the picture
It can group balances by account type and combine investment positions held across accounts.
- 03
Use the complete context
That view informs conversations about liquidity, debt, portfolio risk, taxes, and financial priorities.
What a financial overview can include
- Net worth across connected assets and liabilities.
- Investment and retirement holdings, including positions that appear in more than one account.
- Available cash, account balances, and the role cash may play in your broader plan.
- Credit and loan balances that may affect financial priorities.
- Account-connection status, including accounts that need to be reconnected before their data is current.
A connection is useful even without action availability
An account can improve the accuracy of Finn’s analysis even if a particular action cannot be submitted through Finn. Analysis and action availability are separate: Finn uses the account picture to help you decide, then checks the specific account before presenting an available action.
Common questions
- Can Finn include both investments and debt?
- Yes. A financial overview can include connected investment, retirement, depository, credit, and loan accounts so decisions are considered in context.
- What if an account needs to be reconnected?
- Finn can show that an account needs attention. Its last known data may remain visible, but time-sensitive decisions should use a current connection.
- Which account types can be part of my financial overview?
- When connected, Finn can use eligible depository, investment, retirement, credit, and loan accounts in your financial overview.
- Does Finn include cash in my portfolio value?
- Finn distinguishes investment and retirement holdings from cash and other account types so the role of each part of your finances remains clear.
- Why can account and portfolio totals differ slightly?
- Account balances and investment valuations can update on different schedules or use different pricing and settlement timing, which can create small differences.
- Can I choose which accounts Finn considers?
- You choose which eligible accounts to connect. The usefulness of an overview depends on including the accounts relevant to the decision you want Finn to help with.
- Does Finn move money between the accounts in my overview?
- No. Seeing an account in your overview does not authorize Finn to move money or take an action in it.
