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Open Banking Migration Toolkit

Open banking API connections provide more reliable data access. As financial institutions establish new open banking connections, advisors and their clients must reauthenticate their accounts to continue to access their data.

Please educate your users about open banking and encourage account reauthentication by leveraging these free downloadable assets. You’re welcome to use them as provided or customize the content and place in your branded templates.

Resources For Advisors

Open Banking Overview for Advisors

ZIP download includes both a PDF and editable Word document.

How to Reauthenticate Connections for Advisors

ZIP download includes both a video and an editable script.

Open Banking Explainer and FAQs for Advisors

Available as a PowerPoint presentation.

Open Banking Migration Resources & Notifications

Available as a Word document for use as an email template.

Open Banking Migration Guide for Advisors

ZIP download includes both a PDF and editable Word document.

Resources for Investors

Open Banking Overview for Investors

ZIP download includes both a PDF and editable Word document.

How to Reauthenticate Connections for Investors

ZIP download includes both a video and an editable script.

Open Banking Explainer and FAQs for Investors

Available as a PowerPoint presentation.

Open Banking Notification & How to Reauthenticate Accounts

Available as a Word document for use as an email template.

Open Banking Migration Guide for Investors

ZIP download includes both a PDF and editable Word document.

Learn More About Open Banking and Data Aggregation

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Video

Open Banking Explainer

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Research Paper

The Evolution from Open Banking to Open Finance for Wealth Management

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Article

Financial Planning: How the Evolution of Open Banking is Elevating Advice

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Webinar

Take Your Organization to the Next Level with the Power of Data Aggregation

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Webinar

Strengthening Advisor-Client Relationships & Outcomes with Secure Data Sharing