Financial Advisor Aggregation Benefits

June 12, 2018

In this video, we’ll explain the benefits of aggregation to financial advisors. Encouraging clients to aggregate held-away accounts can be beneficial for both financial advisors and their clients. 

Previous Video
Account Aggregation Overview
Account Aggregation Overview

Next Video
Meet Nacha's New ACH Debit Rules
Meet Nacha's New ACH Debit Rules

Nacha is introducing a new fraud detection standard for WEB-based debits. Beginning March 19, 2021, financi...