How to Add Fixed Income Assets in Mezzi

Overview

If you cannot connect your brokerage account, you can manually add fixed income assets in Mezzi. This feature lets you include bonds, annuities, gold, silver, cryptocurrency, and other non-linked assets, ensuring your complete financial portfolio is accurate and up to date.

🧭 Steps to Add a Fixed Income Asset

Watch this YouTube tutorial or follow the step-by-step instructions below to manually add your fixed income asset:

1. Go to your Profile page.

2. Select Add or edit accounts.

3. Tap Connect New Account.

4. Choose Brokerage or Bank.

5. Select Add Manually.

6. Follow the manual entry process to input your asset details.

✅ Return to your dashboard and refresh the page to see the newly added asset reflected in your accounts.

💡 Why Manual Entry Matters

Manually entering fixed income and other non-linked assets ensures they are included in your overall financial profile. This enables Mezzi’s AI to provide more accurate, personalized insights tailored to your complete wealth picture.

You can also add personal notes in the personalization section, such as:

“This fixed income account is designated for my children’s inheritance.”

This context helps guide AI-driven advice that aligns with both your financial data and your goals.

Important Notes:

• Manually added fixed income assets do not automatically sync balances.

• Automatic price tracking is unavailable without an associated ticker symbol.

• You can update the tax status of assets at any time.

• Stocks and ETFs with tickers will track market prices automatically.

🗨 Need Help?

If you are unable to add your fixed income asset or it does not appear after saving, please contact help@mezzi.com for assistance with setup.