New in Mezzi: More ways to manage your wealth

Focus on what matters today

My wife and I manage a lot of accounts for our family—several brokerages, retirement accounts, a couple of banks, too many credit cards, and real estate investments. The big picture net worth is most important.

But, as life happens, specific questions come to mind and we want to drill into just one slice. This release makes that easy.

Four groups to get answers

Your accounts are now organized into four groups—Investments, Banking, Other Assets, and Liabilities. It's a simpler way to move between your complete net worth and just the part you're focused on today.

Go to Investments for: "The market is tanking, how are our stock market investments doing?"

Go to Banking for: "Do we have enough cash for that big purchase?"

Go to Liabilities for: "Why are our credit card balances so high this month?"

You can also filter Net Worth by account owner, taxable, and tax-advantaged. Want to go further? Build your own groups in AI Personalization on Profile and explore them in chat — there are dozens of ways to slice your net worth to match how you think about your money.

Tax lots to save on taxes

Tax lots are now available for your accounts connected via Snaptrade:

• Fidelity
• Robinhood
• E*TRADE
• Public
• Interactive Brokers

In chat, your questions around rebalancing tax-efficiently and tax-loss harvesting will now leverage your tax lots for these brokerages.

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IMPORTANT DISCLOSURES

‍This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.Savings and performance examples are hypothetical and for illustrative purposes only. Actual results will vary based on individual circumstances, portfolio composition, market conditions, and fees.