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hello Dad with new retirement here with a demonstration on how to link accounts let's say I have an IRA with Fidelity and I wanted to get that linked into the planner first I'll go to accounts and assets open up my savings section and add an account so it was an IRA that belonged to me I'd like to connect and monitor and it looks like I haven't added Fidelity yet so I'll add a new connection plaids wizard will pop up on my screen find my Institution then I'll punch in my credentials really hope nobody is using that easy of a password alrighty and I could just select my IRA but I'll link all of my accounts at once and there we go now uh new retirement has access to the balance of my accounts and I'll find my IRA click on it and then press save now that will tie my IRA to this planner account I'll give it a nice descriptive name fidelity Ira there we go I'll press save so now my IRA with Fidelity is successfully linked with my account now if I wanted to break that link I can press this...
