NetStaff CS
While in the NetStaff CS tab of the navigation pane, click the Account Aggregation link.
Note: If you don’t see this link, you don’t have access to Account Aggregation.
The balance of each account appears in the Account Total column in the same row as the account name. (Note that the date on which data was last retrieved from the financial institution appears below each account name.)
The balance of each portfolio appears in the Market Value column of the Portfolio Total row at the bottom of the account grid. You may need to scroll down the page to view this total.
Note that the total value of all accounts in all portfolios appears in the upper-right corner of the Account Aggregation screen.
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