{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8551cb74ff9a451eb697f54817c8781c\" frameborder=\"0\" width=\"1918\" height=\"1438\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1438,"width":1918,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1438,"thumbnail_width":1918,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8551cb74ff9a451eb697f54817c8781c-3cbadca9cc918428.gif","duration":318.139,"title":"Setting Up Account Aggregation in Your Financial Plan","description":"In this video, I walk you through how to set up account aggregation in your financial plan using our client portal. You'll start by navigating to the designated button in your Client Portal. If you don't have access yet, just let us know so we can send you an invitation. Once you're in, you'll link your accounts by selecting \"link account,\" selecting your financial institution, like Fidelity, and securely log in to allow your account data to update daily. This feature will help keep your financial plan accurate without the need for frequent document uploads. Let us know if you run into any issues at all during the aggregation process"}