Wealth

Provide users holistic advice and grow assets under management

Or,

The Problem

Sourcing robust held-away account information is challenging due to low-fidelity data and poor conversion rates. Additionally, account funding workflows remain error prone and cumbersome for investors, creating roadblocks to growing assets under management.

The solution

Plaid enables financial advisors and wealth management platforms to aggregate held-away account information to deliver more holistic financial advice. Firms can also use Plaid to better grow AUM through streamlined ACH account funding — with conversion rates that often far exceed the competition.

Products and Benefits


Understand a user's investments

Investments delivers insight into a user's investment accounts, including account balances, holdings, and transactions that create a change in a holding

Streamline ACH account funding

Auth allows you to authenticate accounts at all US depository institutions to power ACH account funding transactions. Further mitigate ACH risk by using our Balance and Identity products

How It Works

Integrate with Plaid

It takes just a few lines of code to drop our front-end module into your app or digital service. Your users will be prompted to connect their investment or bank account, which will launch the Plaid module.

Integrate with Plaid
How It Works

Customize for conversion

Customize the module to fit your brand or user preferences, including which financial institutions show up first.

On average, it takes users 11.5 seconds to open the module, find their bank, and input their FI username and password to connect their accounts.

Customize for conversion
How It Works

Get user-permissioned financial account data

Once a user has gone through the flow, we do the work and return a range of relevant account data depending on what fits your needs.

Get user-permissioned financial account data

Questions about how Plaid can fit into your business?

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