Any accounts you link on the Financial Dashboard are included for free. The advisory fee applies only to the portion of your investments that are directly managed by Wealth Management. For example, if you include a total of $1 million on the Financial Dashboard, but only $400,000 is managed by Wealth Management, the advisory fee will apply only to $400,000, not to $1 million. The Financial Dashboard can still be used to analyze your other accounts, and make recommendations. This includes any employer sponsored retirement plans you have. Since Wealth Management doesn’t manage the account directly, there is no fee for including it in the Dashboard.