One app instead of juggling every bank's app
Instead of opening a separate app for every bank, card issuer, and brokerage you use, an aggregator app pulls the balances together in one place so you can see your overall financial picture without switching apps.
This is general information, not financial advice
This guide covers how account-linking and aggregator features generally work; it is not financial, tax, or investment advice, and exact features, supported institutions, and security practices vary by app and country β check the app's own documentation for specifics.
Frequently Asked Questions
Is my personal data exposed when I give linking consent?
Linking is generally designed to share data only within the scope you explicitly consent to, and that consent can typically be revoked at any time from the app's settings or your bank's own portal. Review the specific permissions before agreeing.
Will every one of my banks and cards be supported?
Most major banks, card issuers, and brokerages are typically supported, but some smaller or regional institutions may not be β it's best to check for your specific institutions during the linking screen.