Account Aggregator: When your financial accounts are all in one place, one look is all you need
With Wells Fargo Account Aggregator, you can see your bigger financial picture by easily linking your accounts at Wells Fargo and Wells Fargo Advisors — as well as your accounts held elsewhere at one of over 11,000 financial institutions — together, all in one place. Even if you don’t see your institution on our list, you can still add your account manually.
From checking and retirement accounts to credit cards, investment accounts, and mortgages, seeing more means:
- You’re more informed and always in control
- You decide what to share with your advisor to get the guidance you want
- Your account balances are updated automatically, so you can view your finances and always know where you stand
Learn how to use Account Aggregator by clicking on the video below.