Altruist

Altruist

Note

📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.

The following value mapping example is based on the following:

• a default product line and pre-configured product line summary totals
• a Swivel Sync-supported carrier/institution
• a Swivel Sync-supported product offering and supported values

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Rollover IRA

Snapshot Totals Mapping

Snapshot Total	Map Values to Totals
Total Contributions	Deposits
Total Withdrawals	Withdrawals
Net Contributions	Mapping not available
Current Balance	Account Value

Tip

🔍 Quick Tip: Total Contributions and Total Withdrawals Snapshot Totals map to Rollup Contributions and Rollup Withdrawals by default. 🔗 See also Mapping Transactions to Snapshot Totals.

Product Line Totals Mapping

Product Line Total	Map Values to Totals
Total Contributions	Deposits
Total Withdrawals	Withdrawals
Total Net Contributions	Mapping not available
Total Cash & Cash Investments	Cash Held Directly
Total Market Value	N/A
Total Account Value	Account Balance
Total Margin	N/A

Note

N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site**.** 🔗 See also Altruist to view full list of Swivel Sync-supported values.

Tip

🔍 Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary. 🔗 See also Manage Values.