Linking your accounts is quick and easy. Clients can follow the simple steps below:
1
Open the client plan and navigate to the Profile > Net Worth section.
2
Click the blue Link Account button (if you have one or more integrations connected, click Aggregation from the dropdown).
3
Use the search bar to search by name or URL of the financial institution. Clients may also click on the common connections quick links listed below the search field.
4
The clients can enter the login credentials that they use to access their financial institution’s website. Some institutions will require additional security information. The client may need to enter any two-factor authentication details or security questions that appear on the screen.
5
Click the Close button on the bottom right, or the "X" in the upper right corner, to complete the link account process for the specified institution or select Link Another Site to link more institutions to add to your financial portal.
