Skip to main content

Brokerage Firm Case Study

With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds deposits from qualified bank accounts – a key point of differentiation from other brokerages.

Download PDF

With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds deposits from qualified bank accounts – a key point of differentiation from other brokerages.