Explore

ByAllAccounts Marketing Toolkit

Access promotional content and marketing assets to support your launch and ongoing marketing of data aggregation.

Please use the assets as provided, or we have provided the content for each asset so you can edit, customize, and insert into your branded templates.

The image displays two documents. The document in front has a red background with a white "play" icon on it and the title "Data Aggregation for Advisors". The document behind it is partially visible and titled "Linking Account".

Self-Paced Trainings

Self-paced training modules available for investors, advisors, and support staff. Access the videos, demos, and supporting training materials.

Marketing Content for Advisors

Launch of Feature Email

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

AccountView Onboarding

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

Data Aggregation Overview

ZIP download includes both a PDF and editable Word document.

Guide to Financial Data Aggregation

ZIP download includes both a PDF and editable Word document.

Data Aggregation FAQs

Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. ZIP download includes both a PDF and editable Word document.

Troubleshooting Guide: Facilitate Efficient Issue Resolutions

Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. ZIP download includes both a PDF and editable Word document.

Marketing Content for Consumers and Investors

Account Linking Onboarding Series

Available as editable Word document.

Account Linking Overview

ZIP download includes both a PDF and editable Word document.

Account Linking FAQs

Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. ZIP download includes both a PDF and editable Word document.

Video Tutorial

One-minute video designed to be inserted into the app UX or in an email communication to provide the user with an overview of how simple it is to link accounts, benefits of the solution, and security and privacy messages. ZIP download includes both a video and an editable script.