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Learn more about ByAllAccounts
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Investor Account Aggregation

  • ByAllAccounts Connect Suite
    • Account Linking
    • Account Summary
    • How Connect Components Work Together
  • Investor Aggregation Development Guide
    • 1. Get Set up for Access
    • 2. Register Investor Users
    • 3. Authenticate Investor users
    • 4. Permissions for Framing
    • 5. Download and Install Components
    • 6. Incorporate Components into Parent Page
    • 7. Manage Critical Events
    • 8. Test Account Linking
    • 9. Collect Aggregated Data
    • 10. Customize the User Interface

Advisor Feed Onboarding Hub

  • ByAllAccounts Advisor Feed Onboarding Hub
    • Altruist - SFTP Access
    • Axos Advisor Services - SFTP
    • AXOS Clearing SFTP - Broker Dealer Level Access
    • AXOS Clearing SFTP - Rep Level Access
    • Charles Schwab Institutional - SFTP
    • Citi Private Bank - SFTP
    • Fidelity IWS - FTP Access
    • Goldman Sachs Advisor Solutions - Firm Access - SFTP
    • Goldman Sachs Advisor Solutions - Branch Access - SFTP
    • Interactive Brokers – FTP Access
    • Matrix Trust Company - SFTP Access
    • my529 - SFTP
    • Pershing InfoDirect - Data Download
    • Raymond James Financial – Data Download Transfer
    • TIAA-CREF Advisor – Client Data Download

Data Integration Services

  • ByAllAccounts Data Integration Offerings
  • Data Integration Project Guide
  • Post Implementation Support
  • Feed Authorization Process

Resources

  • Data Integration 101
    • Why Data Integration is Required for Wealth Management
    • What to Look for in a Data Integration Partner for Wealth Management
    • Why Choose ByAllAccounts Data Integration Service
  • Investor FAQ
  • Additional Documentation

OPEN BANKING HUB

  • Open Banking Sources
  • Upcoming Scheduled Open Banking Migrations
  • Future Migration Roadmap
  • Open Banking User Guides and General Information

Migrating to CI SAAS Universal

  • Introduction to Migrating to AccountView CI SaaS
    • Timeline
    • Feature Comparisons
    • Training Videos
  • Migration Requirements
  • Migration Steps and Best Practices
    • Considerations if Performing Repeat Migration
  • Resources for Migration and CI SaaS
  • Migration FAQs
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Training Videos

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Videos

  • Demonstration of the migration process: Demonstration of the migration process
  • Overview of using CI SaaS Universal: Overview of CI SaaS
  • Additional video demonstrations on how to use CI Saas: ByAllAccounts Training Resources

Updated 2 months ago


  • Table of Contents
    • Videos