Recalculating Values

From The List of Accounts, Click on the Recalculate Values Button at the bottom of the list.

Overview of Recalculating Values

Downloading of transactions and updating of prices is done on the Full Desktop version of Advisors Assistant. If your values need to be updated because of a recent download, use the Button_RecalculateValues Button.

Recalculate Values is done only for the current client's accounts.

See Also


On the Desktop, values are calculated when you land on the Client's View Client With Investments Screen. On Mobile, you tell the system to calculate the individual client's accounts.