Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.
Account aggregation is a process that updates liabilities and investment account balances and holdings on a nightly basis. The updated account information is automatically uploaded into a client’s financial plan and can be used to identify issues and service clients proactively through advisor alerts and system generated recommendations.
