Channel Partner Templates

Channel Partner Aggregation Service Overview for Consumers

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[Logo] Aggregation See Your Complete Financial Picture Aggregation is a service that allows you to link to the data from all your financial accounts regardless of type or institution. Aggregation allows you to understand your complete financial picture in one view, on one site, using just one login. Beyond a holistic view of your finances, you can also get the details needed to: • monitor changes in account balances in one view • quickly scan for fraud across multiple accounts • identify areas to reduce spend or further develop savings plans Increased Visibility and Insight Because aggregation is automatically updated, your account information stays accurate ensuring you always have a complete understanding of your current financial life. Secure and Trusted Tool Aggregation rigorously follows financial industry practices to keep your data safe. Your data is not shared with outside companies, and there is no outside advertising allowed within the platform. Here's how to get started: 1. Visit our website and login to your account 2. Click on 3. Have the username and passwords from your other financial institutions ready Click on "Link Account" and begin linking all your financial accounts Get Started with Aggregation Today! [add screenshot indicating steps] [add screenshot indicating steps] [add screenshot indicating steps] Company Name • 1234 Main Street • Any City, Any State, 12345 • Tel: (XXX) XXX-XXXX • www.name.com

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