The Account Aggregation module enables you to view personal finance information through your portal. For example, you can add portfolios that contain information about bank accounts, mutual funds, trusts, 401(k) accounts, and so on. You 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 your holdings. Note that the detail information varies for different types of accounts.

In the Account Aggregation screen, you can perform the following tasks.

• Add portfolios
• Add accounts to portfolios
• View each portfolio by clicking its tab. In each tab, you can view a summary of the accounts contained in that portfolio.
• View account and portfolio balances
• View transactions
• Rename portfolios

Was this article helpful?

Yes No

Submit