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Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-date picture.
Elevate your practice with account aggregation
Leveraging account aggregation adds considerable value to your planning services. Below are three important benefits that account aggregation can provide:
How to Link Accounts
Open your client's financial plan
Access the Profile > Net Worth area
The accounts will then appear under the appropriate bar on the left side of the net worth screen. A green checkmark will indicate that the accounts are connected.