Outlook uses different custodians for managed accounts vs transactional brokerage accounts. Once online pass codes are established, you can access your accounts at Charles Schwab, or Fidelity directly via their proprietary websites. Similarly accounts held directly with a mutual fund company or variable annuity insurance company can be accessed directly through their pass code protected sites.
Outlook maintains an informal convenience statement (called a “Current Position Report”) which aggregates all the different accounts by household but with abbreviated captions, owner initials & footnotes. This current position report is available upon request.