Account Aggregation administration

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Through the Account Aggregation module, your clients and staff can view personal finance information through their portals. For example, each client or staff can add portfolios that contain information about bank accounts, mutual funds, trusts, 401(k) accounts, and so on. They can view detailed information about each account, such as the number of units held, the current market price per unit, and the total current value of all holdings. They can also view transactions.

Note: Account Aggregation is billable (some exceptions may apply).

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