Why can't I include an account for analysis on my dashboard?

Once you are in Premium you will not have the functionality to “include” nor exclude accounts to your dashboard. This is a safety measure to prevent accidental/unnecessary transactions in your managed accounts.

Instead, if you wish to bring over an account please link them to your dashboard through this link:


Once the accounts you want to add are linked, email us at vip@futureadvisor.com and we will get the necessary paperwork together to bring them over.