Syncing your outside investment accounts—such as 401(k)s, IRAs, and taxable accounts held at other institutions—helps us give you better investment advice. In addition to investment accounts, you can also securely sync debt accounts, such as mortgages and loans. This helps you see your overall financial picture, putting you more in control of your wealth. Your synced account data is updated automatically, every day, so you’ll always know where you stand. To sync your accounts, you must first ...