Account Aggregation
We’ve added an important new capability to the system you use to view your investments online. In addition to providing an improved design and more user-friendly screens, Investor360°® now allows you to:
- Collect all of your financial information—including data from banking, credit card, investment, insurance, and loan accounts—and view them all in one place
- See a more complete picture of your entire financial portfolio—including accounts held elsewhere—through our online connection
Taking advantage of this new Account Aggregation capability will also allow me to see a more complete picture of your financial life—and help me to serve you better as a more informed financial consultant.
Let me know if you’re interested.
I hope you’ll consider using Account Aggregation—and that you’ll want to take advantage of the ability to view all your financial information in a single place. Contact us if you’d like to know more!
