In addition to viewing your ITS managed accounts online, you can take advantage of our account aggregation services to view ALL of your online accounts from one central location. With over 5,000 data providers at present, our account aggregation can deliver your information at your convenience.

Consolidated Account Information - Our account aggregation service provides a convenient framework for viewing a comprehensive "snapshot" of your personal financial realm. You can capture an extensive view of bank accounts, credit cards, mortgages, auto loans, brokerage accounts, email, news, and reward programs.

Permissioning - Only you have the ability to grant view-only access to your trusted financial professional for financial accounts that aren't currently under their management. This helps them see a more holistic view of your financial picture which can help them provide you with better advice and financial planning.