The information we obtain from your external accounts is known as data aggregation.

We use it to provide you a view of your accounts at other financial institutions, all in one place. By linking those accounts, you'll have a convenient, unified view of your finances.

We also use this information to help you with overall financial planning and keeping your financial plans up-to-date. By linking your information, we can provide you a more personalized financial guide. This can include other products and services that might be of interest.