video1.0<iframe src="https://www.loom.com/embed/9f8d93ca4ceb43ea981160a0b6f78bad" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9f8d93ca4ceb43ea981160a0b6f78bad-1772b40dd43ba3b4.gif562.021Hi, I'm Jack Green from Anacapa Financial. In this video, I guide you through the crucial process of linking your accounts to your financial plan. By following simple steps, such as logging in, selecting accounts, and granting permission, you can ensure accurate data aggregation for a robust financial plan. Remember, the quality of your plan depends on the accuracy of the information we gather. Take the time to link your bank accounts, credit cards, and investment accounts to refine your financial strategy. No action requested from viewers.