SoundView Advisors
Sample Household · Annual Update
2026 Data Gathering
Your December 31, 2025 balances are shown for reference. Enter each account’s December 31, 2026 balance, mark closed accounts, and add any new accounts.
1. Review Your Accounts
Start with last year’s account list.
2. Update Your Balances
Enter year-end values or mark accounts closed.
3. Add Anything New
Include new accounts and balances owed.
Banking
| Account / Owner | 12/31/2025 | 12/31/2026 | Status | Change |
|---|---|---|---|---|
| Everyday CheckingSample Bank · Joint | $12,000.00 | $ |
— | |
| High-Yield SavingsSample Bank · Joint | $18,000.00 | $ |
— | |
| Banking Total | $30,000.00 | Not entered | Entered Balances | — |
0 of 2 updated
Investments
| Account / Owner | 12/31/2025 | 12/31/2026 | Status | Change |
|---|---|---|---|---|
| Joint Investment AccountSample Brokerage · Joint | $125,000.00 | $ |
— | |
| Traditional IRASample Brokerage · Client A | $40,000.00 | $ |
— | |
| Investments Total | $165,000.00 | Not entered | Entered Balances | — |
0 of 2 updated
Liabilities
| Liability / Owner | 12/31/2025 | 12/31/2026 | Status | Change In Owed |
|---|---|---|---|---|
| Home Equity LoanSample Lender · Joint · Enter a positive amount owed | $42,000.00 | $ |
— | |
| Liabilities Total | $42,000.00 | Not entered | Entered Balances | — |
0 of 1 updated
Preview Only
Balances stay on this page only and disappear when you reload it. A production portal would add individual household access, draft saving, and submission to your advisor.
Balances stay on this page only and disappear when you reload it. A production portal would add individual household access, draft saving, and submission to your advisor.