What is a User ID, a view, a monitor, an account, and an institution?
User ID – the login name you select when setting up an online account. View – One page of monitors is called a View. Views are useful to create personal pages of account information. For example, you can have a view called My View and set up your personal accounts. And, if you monitor accounts for your parents or children you can set up another view called Parents that has all of your parent’s accounts on it. If you own a business, you might want to have a view for your business accounts separate from your personal accounts. Or you can have a view with financial monitors and another view non-financial monitors like email, weather and news. Monitor – A monitor is a group of information that the Account Aggregation service will retrieve for you. For example the Finance Monitor will allow you to retrieve credit union, bank, and brokerage information. The Email Monitor will allow you to retrieve email from your internet or POP email accounts. The Weather Monitor will let you see the weathe
