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TradFi Connector
Finance de-fragmented. Get a holistic view of your financial picture with AssetView's unified portfolio view. AssetView uses Plaid to connect to your traditional financial institutional accounts.
Examples of TradFi Accounts- Schwab Brokerage Account, JP Morgan Brokerage Account, Bank of America Bank Account
Your financial institution credentials are communicated directly with Plaid. AssetView does not store your financial institution credentials
AssetView only has read-access to data at your financial institutions that you authorize Plaid to use
The quality and characteristics of data provided by Plaid for each institution may vary significantly based on data provided by the institution
Vitals
Vitals
Category
App
Startup
On - Permanent
Price
See below for details
Author
Assetview
Privacy
Covered by AssetView's strict privacy policy
AssetView Editions
All
Version
0.8.2
Documentation
Pricing
Pricing
- Subscriptions to AssetView (all Editions) come with 2 Free TradFi Connectors (connections to 2 financial institutions)
- 1 Connector to a financial institution supports multiple accounts at that institution
- The same connector works across all of your AssetView portfolios
- Additional TradFi Connectors - $.75 / institution (source)
- For more information on volume pricing and business subscriptions, please contact us.
Shared Usage Example
If you connect one of your portfolios to Schwab using the TradFi Connector, then all of your accounts at Schwab and all of your AssetView portfolios can share that connection.