Investor Aggregation Development Guide

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Helpful Context

We recommend reviewing Account Aggregation 101 to familiarize yourself with aggregation and ByAllAccounts Connect Suite to learn about the components.

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Pre-requisites

Before you can get started with development and gain access to the ByAllAccounts platform, you will need to:

1. Contact ByAllAccounts Sales Team
2. Sign Non-Disclosure Agreement (NDA)
3. Sign Service Order (SO)
4. Sign Statement of Work (SOW)

Objective

The objective of this guide is to help you establish a successful end-to-end investor aggregation workflow seamlessly from your own platform. This guide gives the step-by-step information you need to develop a proof-of-concept implementation embedding the ByAllAccounts Connect Suite components in your web application.

Product Requirements for Integration

As described in the ByAllAccounts Connect Suite section, you will need to work with the following products to integrate investor aggregation capabilities into your platform:

• Account Linking component
• Account Summary component
• REST API for Investor Aggregation
• DataConnect API

Developer Checklist

To integrate the ByAllAccounts Connect Suite with your application, you will do the following steps:

• 1. Get set up for access
• 2. Register Investor users
• 3. Authenticate Investor users
• 4. Permissions for framing
• 5. Download and install ByAllAccounts Connect Suite components
• 6. Incorporate the components into your parent page
• 7. Manage critical events
• 8. Test account linking
• 9. Collect aggregated data
• 10. Customize the user interface