U by BB&T: Investments and Net Worth
Learn how to monitor your investments and calculate your net worth in U by BB&T®.
Welcome to the demo for Investments, the tool that helps you calculate your net worth. If you haven't already set goals, check out that demo to help you save. OK, ready to monitor your investments? Let's get started.
To begin, go to Plan & Analyze and click Investments. Immediately you can see all your assets and liabilities listed together. Your total net worth is right there for you.
If you want to exclude some of the accounts listed, that's easy to do. Simply uncheck the accounts that you want to exclude. Another way to customize your accounts for net worth is to create your own account group. There is a tutorial to show you how to do that if you want to take a look at it.
Keep in mind that the network performance tool will include your assets as of the day that you add them. Make sure to keep it current in order to always have an accurate representation of your net worth.
Now as we all know, your net worth can be greatly impacted by the performance of your investments. We make it easy for you to monitor that as well. Go to Investment Holdings to see how they're performing. You can filter your view in many different ways to make it work for you. Take a look at your entire portfolio or specific accounts and account groups. This is your plan, make it work for you.
And that's it. Now you know how to monitor your investments and calculate your net worth. You should now be completely set up in Plan & Analyze. But if you missed a step, be sure to check out our other Plan & Analyze demos.
The information provided is not intended to be legal, tax, or financial advice. BB&T hopes you find this information useful but we cannot guarantee that it is accurate, up to date, or appropriate for your situation. Financial calculators are provided to assist you in estimating the approximate costs associated with any bank activity. Your actual costs may vary. You should consult with a qualified attorney or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.
Branch Banking and Trust Company, Member FDIC.
Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.