My Net Worth is an aggregation tool that allows you to see your complete financial picture in a single online view. You can review your current Janney accounts and add outside accounts to see how each aspect of your finances can work together toward your goals.
Benefits:
- Comprehensive View: My Net Worth provides a consolidated view of all financial holdings, allowing for better oversight and understanding of your overall financial situation.
- Simplified Management: Streamline management by centralizing assets, making it easier to monitor investments, track performance, and adjust strategies accordingly.
- Efficient Planning: With a holistic view of assets, you can develop more informed financial plans, set realistic goals, and make strategic decisions to optimize their wealth accumulation and preservation.
- Improved Communication: My Net Worth can facilitate better communication with Financial Advisors or family member, as it provides a clear snapshot of your financial status, aiding in collaborative decision making and planning for the future.
Steps to add external accounts using My Net Worth:
Step 1:
To link external accounts to your Online Access portal, select Add an External Account.
Step 2:
Search and select the institution for the external account.
Step 3:
Enter your security credentials. In some cases, a PIN verification is required.
Step 4:
Review account.
Frequently Asked Questions:
What types of accounts can I aggregate using My Net Worth?
My Net Worth can be utilized to aggregate your assets, including investment accounts, bank accounts, and/or 401K; and your liabilities, such as credit cards, mortgage, and/or student loans.
Can I aggregate single stock holdings?
My Net Worth provides clients with a seamless way to aggregate individually held securities, offering a comprehensive view of their financial portfolio. Follow this step-by-step overview of how you can link your securities to optimize your financial management experience.
Does My Net Worth share my security credentials and data with, or provide access to your accounts, to another data aggregator or service provider?
Neither the account information nor the accesses are shared beyond the Janney environment, and all of that information is access-controlled and encrypted so it is not available beyond the confines of Janney’s interface. No personal information will be shared with a third-party entity.
Does My Net Worth use encryption?
The aggregation platform is tightly controlled within a segmented environment, secured with encryption and monitored protections that enforce access-controlled permissions specific only to the financial service being provisioned.
What Happens if I Change a Password for One of the Outside Accounts?
If you change a password for an outside account, you will be prompted automatically to change the password stored in My Net Worth for that account.
Who can I contact with Online Access or My Net Worth questions?
For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or OnlineServices@janney.com.
Need Assistance?
If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.
- Phone: 888.882.0012
- Email: OnlineServices@janney.com
- Monday through Friday: 7AM – 7PM EST
- Saturday, Sunday, and Holidays: 7AM – 12PM EST
