Our Investor360°® account aggregation platform, Plaid, will be replaced by Envestnet | Yodlee on Friday, May 5. Moving to this platform will provide you with advanced functionality and a more reliable experience.
What to Do
You may currently see a message in Investor360° notifying you the change is coming. There will also be a reminder on May 5 to relink your accounts. After the conversion to Envestnet l Yodlee, on Friday, May 5, you’ll need to actively relink your accounts to aggregate your data. We recommend waiting until after May 5 to add any additional accounts.
Below you can find training materials to help you with relinking your accounts.
- Relinking External Accounts (01:30)
- Linking External Accounts (04:21)
- Adding a Manual Account (01:32)
How to Access the New Account Aggregation Tool
You will access the account aggregation tool exactly as you do today. In Investor360°, simply select Add Account next to Additional Assets.
Why Envestnet | Yodlee?
We understand the current experience hasn’t met your standards. Commonwealth Financial Network®, the firm we partner with to better serve you, has chosen to replace Plaid with Envestnet l Yodlee, a global leader in data aggregation and analytics that offers products and services trusted by many financial institutions and financial technology companies.
In addition to more reliable connections, Envestnet | Yodlee allows you to add your house or other real estate with automatic value calculation and updating.
If you have any questions, please call our office at 937.644.0351.
Sincerely,
The McCarthy & Cox Team
