TradFi Connector
Video Guide: Connect a Brokerage Account
Overview
AssetView uses Plaid to connect to your traditional financial institutional accounts. Your financial institution credentials are communicated directly with Plaid. AssetView does not store your financial institution credentials. AssetView's read-only access is limited 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.
Examples: Schwab Brokerage Account, JP Morgan Brokerage Account, Bank of America Bank Account
Configuration
If you are connecting to a financial institution for the first time using Plaid, then click the "Add Institution" button. If you previously connected a financial institution using Plaid and want to add a account or change an existing linked account, then click the "Link" button.
Sync Options
When you add an institution (e.g Schwab), for each account at that institution you may choose one of the following sync options:
| Sync Option | Description |
|---|---|
| Balance | A single number representing the value of the account |
| Balance+ | A figure representing a cumulation of your positions and another representing your cash balance |
| Holdings | Each of your positions and account balances |
To add an account to an institution for which you have previously created a Source, click the "USE" next to the Institution's name to use the already created link and then select a new account to link. If you rename an account controlled by a Source, you must Sync to update.
Removal
Log in to https://my.plaid.com to remove or manage a Plaid connection between AssetView and your financial institution(s).
Step-by-Step
See a set-by-step screenshot guide that takes you through the set up of the TradFi Connector.
More Information on Sources
For more information on the management and configuration of Sources, please visit Sources.
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