Account Aggregation for Investors
Why Account Aggregation?
Account Aggregation gives you and your advisor complete portfolio insight.
With account aggregation:
- Your financial advisor can see a complete picture of your financial portfolio, including your banking, brokerage, 401k and insurance accounts that they do not actively manage. What’s in it for you? A complete view of your portfolio should make your advisor more informed and more capable of providing you with more complete financial advice.
- You’ll also be able to track your finances and investments all in one place. So you have accurate and current information about the value of your assets and investments.