Empower users to grow and protect their wealth
Give your users and their financial advisors a complete, connected view of their portfolios through total wealth management. Gain secure access to data from a wide range of brokerages, retirement recordkeepers, and other financial institutions. Deliver richer insights into trades, positions, and underlying holdings through reliable, user-authorized connections.
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Underlying products
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Balances
Enable your users to access balances for bank accounts, credit cards, loans, investments, and more.
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Accounts & Investments
Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts.
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Transactions
Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types.
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100% permissioned
APIs
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Seamless
developer experience
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Easy
integration
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Reliable
data
Depend on accurate, real-time information to deliver trusted investing experiences.