Account Aggregation is a system that allows financial accounts held outside of Commonwealth to be displayed in Investor360°®. You can add information about these assets to Investor360° and the data flows up into Client360°®.
The types of accounts you can add include investment, loan, credit card, and insurance accounts; account values update automatically through a nightly feed. We encourage all of our clients to leverage this service as it not only helps you see your overall financial household in one location, but it also allows us to better prepare for your review meetings.
Learn more about account aggregation, what it could mean for you, and how to set it up through the e-learning below: