Tool
Cross-border financial inventory
Record an institution, a country, a currency and whether it needs a review. Do not enter account numbers or identity numbers.
Worksheet
This tool is for illustration and record-keeping only. It does not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances. Keep this inventory free of account numbers, tax identifiers and identity document numbers.
Saved in this browser only. Do not enter account numbers, card numbers, tax identifiers or identity numbers.
How to use this
- Add one relationship at a time.
- Mark anything you still need to ask about.
- Use Reset if you want the list removed from this browser.
What this tool does
- Stores names, countries, currencies, contacts and notes in this browser only.
What this tool does not do
- Send the list to WiT Access.
- Value the assets or recommend a change.
Related tools
- Source of funds checklistSee example papers for the kind of payment you select. Banks may ask for something else.
- Beneficiary review checklistNote which nominations and documents may need a look after a move. It does not say who should inherit.
- Cross-border decision checklistA master checklist for a move, a purchase, work, retirement or a business abroad.