Select a bank that permits outside
account aggregation services to access your bank account information.
The previous year, the company teamed up with Betterment at FinDEVr New York 2016 to demonstrate the integration of Quovo's
account aggregation services with Betterment's investment platform.
In addition to a formal advisory offering, Personal Capital is best known for its free
account aggregation service.
«You are responsible for any losses from any use by a third party that provides an online
account aggregation service.»
Not exact matches
Other companies offer
aggregation websites and
services that allow you to consolidate your financial
account information from different sources (such as your
accounts with us or with other financial institutions) so that you can view all of your
account information through one online location.
Personal Capital provides formal advisory
services as well as a free financial
accounts aggregation tool that is top of class.
For example, an
aggregation service might collect and consolidate your checking and savings
account balances at your bank, the value of your stocks and bonds in your brokerage
account and your frequent flier mileage information from an airline.
Some third - party companies offer
aggregation services that allow you to consolidate your financial
account information from a variety of sources, such that you can view all your
account information at a single online location.
If you were not logged in at the time, please consider whether you might have signed up for a
service called
Account Aggregation.
The specified
services are legal, actuarial,
accounting, consulting, management, administrative accreditation, data
aggregation, and financial
services.
Japanese brokerage firm Nomura Securities has launched
account aggregation and financial alerts
services based on technology from 724 Solutions to its 700,000 online customers.