ACCOUNT AGGREGATION

Get a holistic picture of clients’ finances across accounts and institutions

CompleteView is an innovative account aggregation feature built right into Liberty, offering tools that may help you:
  • Enhance the quality of your client support
  • Provide more informed guidance and advice
  • Streamline back-office operations by aggregating outside account information
  • Gather new assets that are currently held away

 

Account Aggregation video
An easy way to collect and view clients’ financial data
Fully integrated
Easy to use
Secure
Additional financial management features built in
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An easy way to collect and view clients’ financial data
CompleteView is designed to provide easy access to view your clients’ overall financial picture, to help you provide more comprehensive guidance and advice targeted to their specific needs. CompleteView can help you assemble a comprehensive and up-to-date picture of a client’s total assets, liabilities, net worth, spending habits, and goals.
Easy Way to Collect
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Fully integrated
CompleteView is built right into the Liberty platform. The aggregated views in Liberty can be viewed online or built into reports.

Extensively linked

CompleteView provides data links to more than 14,000 institutions. Clients can add several different types of accounts, including checking and savings accounts from banks, credit unions, and other supported financial institutions; retirement accounts like 401(k) plans; credit cards; mortgages; loans; and annuities.
Fully integrated
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Easy to use
You can establish bulk uploads into the tool for all held-away accounts you manage on behalf of clients. Clients can then round out their profile by linking any or all of their other accounts quickly and easily in the system.
Timely
The data in CompleteView relating to TCA by E*TRADE accounts can be refreshed during a business day. Data from other accounts are typically updated overnight.
Easy to use
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Secure
As a part of our commitment to information and network security, CompleteView utilizes encryptions for data transmissions and endpoint authentication with API access tokens to help keep account information confidential and secure.
Cost effective
The Liberty platform includes the account aggregation feature at no extra cost for TCA by E*TRADE account holders.
Secure
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Additional financial management features built in
CompleteView includes personal financial management apps to complement the aggregated account view, providing clients with the ability to track goals and spending.
 
 
Additional Features
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