Workflow: Add Linked Accounts to Tamarac

Learn the steps to add and use linked accounts in Tamarac.

Link, Edit, or Unlink Accounts on the Aggregated Accounts Page

Learn the steps for linking and unlinking balance-only, advisor permissioned data (APD), and reconciled accounts on the Aggregated Accounts page.

Link, Edit, or Unlink Accounts on the Household

Learn the steps for linking and unlinking balance-only accounts on the Household.

Link, Edit, or Unlink Accounts on the Client Portal

Learn the steps clients complete for linking and unlinking balance-only accounts on the client portal.

Allow Clients to Manage Assets and Liabilities on the Portal

Learn the steps for setting up the client portal so your clients can link accounts themselves.

Edit Linked Account Details and Credentials

Learn the steps for editing external linked accounts and managing issues for balance-only and reconciled accounts.

Convert Balance-Only and Advisor Permissioned Data Accounts to Reconciled Accounts

Learn the steps for how to convert a balance-only or advisor permissoned data account to a reconciled account that can be used for full performance reporting.

Understanding Linked Accounts

Learn about linking external accounts and the differences between each type.

Aggregated Accounts Actions, Views, and Filters

Learn about the features of the Aggregated Accounts page that help you manage linked accounts.

Linked Account Troubleshooting

Find resolutions for common issues with linked accounts.

Aggregated Account and Linking Permissions

Learn what permissions your user needs to access and use the Aggregated Accounts page.

Net Worth Report

Learn about how different types of linked accounts appear on the Net Worth report.

Yodlee Integration

Learn about linking external accounts using the Tamarac Yodlee integration.

Assets and Liabilities

Learn about how to add manual and linked assets and liabilities within Tamarac and what you can do with them.