Summary:

This feature gives a user the ability to link their bank account through Plaid to the application. This will allow real time updates of a user’s assets to be displayed on the application. To have access to this feature the client account needs to be on a Paid Plan.

Usage:

To set up the feature there will be a button titled ‘Link Assets’ under the ‘Assets’ subsection in the ‘Finances’ section of the client account. Once this button is clicked the user will then go through a series of prompts to enter in their bank account information. Please follow the link for additional information on Plaid and it's services (https://plaid.com).