Account Aggregation

 

 

Our Account Aggregation service is an exciting free tool for clients that allows you to be able to easily share into your current Investor360º experience accounts you hold outside of PINNACLE Financial Strategies, LLC, and Commonwealth. These outside account values are automatically updated nightly, thus giving you and me a more complete and accurate picture of your financial world, all in one place.

We strongly encourage you to leverage this powerful, time-saving tool as it will also help us provide the best advice for you—all while giving you one, easy, free portal to see all of your financial "stuff".

Click this button below for a short e-learning session that will take you step-by-step as to how to set this up in Investor360º. Get started today.

Investor360° Additional Assets  

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