Account Aggregation FAQs
WHAT IS ACCOUNT AGGREGATION?
WHAT ARE THE BENEFITS OF AGGREGATING MY EXTERNAL ACCOUNTS TO LINK?
WHAT TYPES OF ACCOUNTS SHOULD I AGGREGATE?
IS THERE A CHARGE FOR THE AGGREGATION SERVICE?
HOW LONG DOES IT TAKE TO AGGREGATE MY ACCOUNTS?
HOW DO I CONNECT MY EXTERNAL ACCOUNT TO LINK?
WHY DO I HAVE TO PROVIDE MY ONLINE ACCOUNT CREDENTIALS FOR EXTERNAL ACCOUNTS?
HOW DOES LINK SECURE MY ACCOUNT INFORMATION?
HOW IS MY ACCOUNT DATA RETRIEVED?
WHAT USERNAME/PASSWORD SHOULD I PROVIDE?
WHAT HAPPENS IF I CHANGE MY CREDENTIALS AT MY FINANCIAL INSTITUTION AFTER I LINK MY ACCOUNTS?
HOW OFTEN DOES LINK UPDATE MY EXTERNAL ACCOUNTS INFORMATION?
WHAT IF MY FINANCIAL INSTITUTION IS NOT AVAILABLE TO CONNECT IN LINK?
HOW CAN I CONNECT AN ACCOUNT THAT I HAD PREVIOUSLY DELETED?
WHAT IF I DO NOT WANT TO ASSIGN AN ACCOUNT TO A GOAL?
HOW IS MY ACCOUNT INFORMATION UPDATED ACROSS LINK, THE BUDGETING TOOL AND THE MYPRU DASHBOARD?
CAN I AGGREGATE AN ACCOUNT IF MY FINANCIAL INSTITUTION IS OUTSIDE THE UNITED STATES?
HOW MANY ACCOUNTS CAN I AGGREGATE IN LINK? IS THERE A MAXIMUM LIMIT?
WHO CAN VIEW MY AGGREGATED ACCOUNTS AND BALANCES IN LINK?
I HAVE MULTIPLE ACCOUNTS WITH ONE INSTITUTION, WILL LINK PULL IN ALL ACCOUNTS OR WILL I BE ABLE TO SELECT THE ACCOUNTS I WANT TO AGGREGATE IN LINK?
CAN I ASSOCIATE MULTIPLE EXTERNAL ACCOUNTS WITH A LINK GOAL?
CAN I CONDUCT ANY TRANSACTIONS ON MY AGGREGATED ACCOUNTS FROM LINK?
CAN I DELETE AN AGGREGATED ACCOUNT FROM LINK?
HOW SECURE IS MY DATA?
HOW ELSE IS MY DATA USED?
HOW LONG DOES YODLEE RETAIN MY PERSONAL INFORMATION?
WHY DO I HAVE TO GIVE YOU A LIMITED POWER OF ATTORNEY TO USE THIS SERVICE? AND IF I GRANT A LIMITED POWER OF ATTORNEY, CAN YOU USE IT IN OTHER WAYS?
WHAT TYPE OF ACCOUNTS CAN I NOT AGGREGATE?
ARE THERE ANY ACCOUNT TYPES THAT I SHOULD NOT AGGREGRATE?
DOES PRUDENTIAL TAKE INTO ACCOUNT MY AGGREGATED ACCOUNTS IN OFFERING ADVICE THROUGH PMA?