Do you expect your parents to leave you a financial legacy? - You can help
Your stock portfolio is a collection of all the stocks and shares of companies you own, including Apple, Tesla, AT&T, and more.
Cova is available in Canada, and users can track all Canadian bank accounts, stocks, ETFs, retirement accounts, crypto, and more in one place.
Cova's LifeCheck manages your active status and the transfer of your portfolio to assigned recipients when you become inactive.
Cova integrates with Zillow, the tech real-estate marketplace, which will enable you to automate property tracking and real-time valuation fully.
At a minimum, every estate plan should contain a durable power of attorney and a will. Trusts may also help avoid probate and manage your estate during your lifetime and after.
Manually calculating your net worth involves listing your assets and liabilities periodically and manually; the alternative is connecting your investment and liability accounts to a dashboard and calculating your net worth in real-time.
Personal Capital and Cova are two asset tracking services, and depending on your current need, this blog explores the difference between them and which one serves your needs better.
Share your financial portfolio with spouse, financial advisors and lawyers with Cova Collaborations.
The users will need to reauthorize Cova to pull information from their accounts by reconnecting disconnected accounts.