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Financial Accounts

View Assets Across Financial Accounts
Managing Financial Accounts How to Create an AUM Account Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts

Financial Accounts

Managing Financial Accounts How to Create an AUM Account Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts

View Assets Across Financial Accounts

The Assets page under Financial Accounts gives your team one place to search, filter, and review holdings across accounts without opening each financial account one by one.

Open the Assets Page

  1. Go to Financial Accounts (Contacts → Accounts).
  2. Click Assets in the top bar, next to Transactions.
Financial Accounts page with the Assets button highlighted in the top bar.
Open Assets from the Financial Accounts top bar.

Search and Filter Assets

  • Search by asset name, symbol, CUSIP, account number, or contact name.
  • Filter by asset type by opening the Asset type menu and selecting one or more types.
  • Use the Filter box inside the Asset type menu to find a type quickly.
  • Click Reset next to the type filter to clear all filters.
  • Remove active search or type filters by clicking the X on the filter badge.

The asset count badge shows how many assets are currently visible out of the total matching your filters.

Assets page showing asset rows with FA Account, Contact, asset details, linked status, and active status.
Review assets across accounts with search, asset type filtering, and account and contact links.

Review Asset Details

Each row shows the financial account, related contact, asset details, quantity, price, balance, linked status, and active status.

Column What It Shows
FA Account The financial account this asset belongs to. Click the account to open its details.
Contact The contact linked to the financial account. Click the contact to open the record.
Asset Name, Symbol, CUSIP Identifying details for the holding.
Shares The quantity held, with an as-of date when available.
Price The unit price, with an as-of date when available.
Asset Type The category assigned to the holding, such as stock, bond, or cash.
Balance The calculated value of the holding.
Linked Whether the asset is connected to an external custodian. Hover over the check or X icon to see the custodian name when available.
Active For linked assets, whether the holding is currently active with the custodian. Hover over the icon for a short explanation.

Linked and Manual Assets

Assets synced from custodians such as Orion, Black Diamond, or Blueleaf are linked. Linked asset values update from the custodian, and they generally cannot be edited or deleted in LeadCenter while the account remains linked and active.

Assets added manually on a financial account are not linked. You can edit or delete manual assets from the Assets page using the row action menu, or from the account's own Assets section.

Each financial account still has its own Account assets section on the account details page. Use the all-accounts Assets page when you want one place to search and review holdings across accounts.

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.