Investments can be a cornerstone of your financial legacy, but tracking them down after a loved one passes—especially scattered across brokers, apps, or old accounts—can lead to missed assets, tax headaches, or lost opportunities. The Investments section in WhatNow offers a secure, all-in-one place to document everything, covering not just your current holdings but past investments as well, which are essential for a variety of obvious and not-so-obvious reasons.

Current investments might include active stocks, bonds, mutual funds, ETFs, or crypto wallets, but past ones—like sold shares, closed retirement accounts, or old brokerage statements—are just as critical. Obvious reasons include calculating capital gains for taxes, locating unclaimed dividends, or transferring ownership smoothly. Less obvious? Things like proving cost basis for inherited assets, resolving disputes with custodians, uncovering forgotten employer stock from mergers, or even claiming abandoned property through state unclaimed funds databases. Without a clear record, these can slip away unnoticed.

In WhatNow's Investments section, you can detail each one comprehensively:

- Investment type (stocks, bonds, funds, real estate trusts, crypto, commodities, etc.)  

- Brokerage or platform name, contact info, and account type  

- Holdings summary: ticker symbols, share counts, approximate values or cost basis  

- Purchase/sale dates, transaction history notes, or performance overviews  

- Beneficiary designations or linked accounts  

- Any ongoing issues: dividends reinvested, margin calls, or tax-deferred status  

- Attachments: statements, trade confirmations, or prospectuses for proof  

- And, if you choose, the full account number or wallet address  

Like our other financial modules, this section includes an extra layer of security: sensitive details like account numbers are encrypted and protected behind an additional password prompt, viewable only by those you authorize.

Entering full details is entirely at your discretion—our focus is easing the burden on your loved ones by providing enough information to identify, value, and manage investments quickly. If the brokerage name, investment types, dates, and attachments give them the proof needed (many firms assist with documentation), leave sensitive fields blank; otherwise, add them securely for seamless access.

Add entries for as many investments as you have—current or past—update anytime, and create a full portfolio history.

With WhatNow's Investments section, you're not just listing assets—you're safeguarding your financial story, ensuring every opportunity is captured and every loose end tied, so your family can focus on your legacy, not the logistics.

Open the Investments section in WhatNow today. Document your portfolio now, and give your loved ones the clarity they've earned."

"From current holdings to past potentials—organize it all in WhatNow now."