Investor users can add held-away accounts via our integration with Yodlee or manually add accounts that do not have a data integration like equity in private companies or real estate holdings.

To add new accounts from the Account Overview Dashboard, click on the Add Accounts button:

Then, click either Connect to Institution or Manually Add Assets:

When you select Connect to Institution, the Yodlee integration will be launched directly in CircleBlack. Search for any financial institution and follow the steps to input your credentials to connect your held-away accounts: