Data Aggregation Investments holdings

Account Info

Get user-permissioned account info for clearer insight, deeper connections, and more powerful user experiences.
Get Started With Account Info

Get the Full Picture

All Accounts, At Once

You can’t fully invest in your customers when you only see half of their financial picture. By pulling in account info from bank accounts, credit cards, investments, mortgages, rewards, and more, your customers will know where they stand. And you’ll be optimally positioned to help them move forward.

This product is available via
  • APP
  • API

360-Degree View of Accounts

Key Benefits

A complete view of assets from the market leader in financial data aggregation can drive greater insights and help customers make more strategic financial decisions.

Global Data

Data from over 17K global sources includes accounts from large institutions and local credit unions alike. 

Holistic View

With aggregated data from loans, credit cards, and other accounts, you can get the most complete financial picture.

Easy Account Linking

FastLink makes it simple for your users to link all of their accounts, wherever they reside. 

View Balances

A complete picture of all accounts and balances can remind users what actions they need to take.

Empowered Users

With all their account information at their fingertips, consumers can gain control and increase peace of mind.

Increased Opportunity

Info from all financial accounts offers valuable insights that can drive opportunities to engage with your users.

Knowledge and Know-How

Browse our eBooks, data sheets, white papers, and more to find out how you can use aggregated account info for deeper customer connections.

Data + Intelligence


Data Aggregation + Intelligence

With the best financial data, financial service providers can deliver actionable guidance that’s specific to their customers’ personal needs, to help their customers make better financial decisions.

  • Aggregate with AI
  • Uphold Data Regulations
  • Extract Deeper Insights
  • Deliver Greater Value