Link employee personal securities accounts

All of your currently linked accounts will show on this screen. If you are missing any accounts, you can click "Add Account"

We have many ways to link accounts. "Sync Accounts Automaically" triggers a workflow for you to search for your financial institution and log into your account.

For accounts that are not linked with a data feed, statements can be added and Hadrius' OCR technology will extract the transactional information and log it to your account.

To link or review your personal securities accounts, click into "Accounts"

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Link employee personal securities accounts