video1.0<iframe src="https://www.loom.com/embed/604e419785ad401ca2a28ccadde5044e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/604e419785ad401ca2a28ccadde5044e-bc6490e8b46d4de1.jpg115.6085Insight - Managing Online Accounts - Renaming, Change Plan Type & Remove From Portfolio 💻In this video, I demonstrate how to manage online accounts in our system. I show how to adjust account names to fit naming criteria, control visibility in the portfolio, and ensure correct display in net worth. No action is requested from viewers.