KNOWLEDGE BASE

What's my external account aggregation information used for?

External account aggregation provides a view of your accounts at other financial institutions, all in one place. By linking those accounts, we'll provide you with a convenient, unified view of your finances.

We'll use this information to help you with overall financial planning and keeping your financial plans up-to-date. This allows us to improve the help we give you and create more personalized financial guidance. We may also make you aware of other products and services that might be of interest.