Assets:  this is money you have in a bank (checking, savings, money market, certificate of deposit), brokerage account such as stocks, bonds, mutual funds, money in retirement accounts such as IRA, 401k or 403(b) plans.  Below is an asset allocation of checking, savings, CD, Mutual Funds and Bonds.  

 

Based on the accounts you enrolled in FinLocker, we provide a breakdown of where your money is based on the total number of dollars in your FinLocker.