Monitor Account Activity

Accounts

The accounts page is where you can see all your contact’s added accounts, including the accounts they added with the Link your account option that creates a feed from the institution to the dashboard. These accounts map to their respective dashboards, allowing you to see them all in one place and perform needed maintenance such as updating the account type, monitoring the account balances, and verifying the last time the accounts were updated by the aggregator. The reason you have the ability to update the account type is because the aggregator sometimes sends the account without an account type.

Screen_Shot_2017-11-06_at_4.27.17_PM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.