Account Balance - CSV Ingestion Template Guide

Use this template when you need to provide end-of-year account balance data, particularly for US retirement and CRS reporting.

Please see the table below for information on each field within the Account Balance Template, including which fields are required to be populated before ingesting to the Dashboard. The CSV template is also attached to the bottom of this article.

This template is generally used for US retirement and CRS reporting.

Please see below for a full list of currently supported enums.

Please note: There is a limitation of 500K rows for Account Owner/Accounts CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.