Overview

What is the ByAllAccounts Connect Suite?

The Connect Suite supports two distinct user types: investors, who link their own accounts, and advisors, who link their managed/book of business accounts. The suite is comprised of a pair of UI components that facilitate account aggregation. Additionally, a pair of APIs serve as the glue to integrate the UI components and overall aggregation capability into your platform:

Product/Component Name	Product Type	Product Description	Technology
Account Linking	UI Component	This UI component facilitates the account linking process for connecting new credentials and accounts and resolving connectivity issues.	W3C custom HTML element
Account Summary	UI Component	This UI component provides a summary view of linked financial accounts and facilitates ongoing account management.	W3C custom HTML element
REST API	API	This API provides endpoints to register new investor users and serves as the primary method of aggregated data extraction in the scope of a single investor.	RESTful API
DataConnect XML API	API	This API supports a wide variety of user registration, authentication, and data extraction operations across all user types.	XML API

Together, the components and APIs can be used to create and authenticate users and collect aggregated data. To implement them, you will embed and interact with them within your web application and manage critical component events.

📘
Components & APIs
To learn more about the ByAllAccounts Connect components, continue on to Account Linking.
To learn more about the ByAllAccounts APIs, go to the API Reference section.

👍
Development Guide
To get started on your implementation, jump to the Development Guide.