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Aggregated Account and Linking Permissions

Contents

Introduction

Even if your firm has the Yodlee integration, in order to see the Aggregated Accounts page and link accounts on the page, your user must have certain user permissions.

For more information about linking accounts, see Understanding Linked Accounts.

To learn more about user management, see User Management. For details about how to add role permissions, see Manage Permissions for Roles.

Grant Access to the Aggregated Accounts Page

To see the Aggregated Accounts page, your user must belong to a role that has the following page permissions:

• Accounts | Aggregated Accounts

• Accounts | Households

Grant Access to Convert Balance-Only Accounts to Reconciled Accounts

To convert balance-only accounts to reconciled accounts, your user must have Upgrade to Reconciled Data selected under Accounts | Aggregated Accounts.

For more information on converting a balance-only account to a reconciled account, see Convert Balance-Only and Advisor Permissioned Data Accounts to Reconciled Accounts.