Can I Use Mezzi Without Connecting My Accounts?

Overview

Yes. You don't have to link a bank or brokerage to use Mezzi. You can type in your accounts and holdings yourself, or upload a statement, and Mezzi includes them in your net worth and in Advisor's analysis just like connected accounts. The difference is that manually added accounts don't update on their own.

📌 What You Need to Know

• Add accounts manually or from a statement. Go to Financial Profile → Accounts → Connect new account → Brokerage or bank, then choose to add it manually or upload a statement. See how to manually add an account.

• Prices still update. Holdings you enter with a ticker keep updating with market prices. Share counts and cash balances don't, so update them after trades or deposits.

• Not invested yet? Add a cash account with what you have saved, so Advisor has a starting point. See how to add cash.

• Stocks you're only watching. Mezzi doesn't have a watchlist yet. List the tickers in AI Personalization (for example "Watchlist: NVDA, AAPL, VOO") and ask Advisor about them. See how to tell Mezzi about details your accounts don't show.

• Homes, cars and other assets are always added manually. See how to add other assets.

Important Notes

• The free plan includes limited AI insights. Unlimited advice and Delegations that monitor and research for you come with the Advisory and Concierge plans. See Mezzi membership plans.

• If you connect an account later, delete its manual version first so it isn't counted twice.