Does CounselPro handle retirement accounts like IRAs and 401(k)s?
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CounselPro reads retirement accounts like IRAs and 401(k)s the same way as other brokerage accounts, and labels each account Investment or Retirement.
Note
**Coming Q4 2026.** Investment and brokerage support is not live yet. This article previews how the Portfolio tab will work once it ships.
Yes. A retirement account statement, like an IRA or a 401(k), goes through the same brokerage reading as any other investment account. You get the same holdings, activity, and realized gains views.
How does CounselPro tell them apart?
By a label on each account. In the Portfolio tab, the Account Type column and badge read either Investment or Retirement, so you can tell at a glance which is which and filter to one or the other.
Beyond that label, the two are read and checked the same way. The holdings, the activity, the realized gains, and the validation all work identically whether an account is a taxable brokerage account or a retirement account.
Note
CounselPro reads what the retirement statement shows: positions, trades, and totals. It does not add retirement-specific tax handling like contribution limits or required distributions. Those are yours to apply on top of the figures.
So an IRA or 401(k) statement gives you the same clear picture of what the client holds and what moved, tagged as a retirement account so it never gets confused with a taxable one.
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