ByAllAccounts Training Resources
These training materials and troubleshooting resources will help you gain confidence when using ByAllAccounts. Leverage the materials to train your support staff, advisors, and investors who use ByAllAccounts within your wealth technology platform. Explore all of these resources!
Investor Resources
Linking Accounts and Credentials
Select a financial institution, enter your credentials, and select which accounts to link.
Open Banking Overview & Reauthorization Instructions
Learn about setup requirements for connecting to Open Banking API enabled institutions.
Accounts Summary for ByAllAccounts Connect Users
Familiarize yourself with the Accounts Summary dashboard (for ByAllAccounts Connect users).
Requesting New Financial Institution Support
Identify how to add your financial institution to our list of over 15,000 supported institutions.
Troubleshooting Aggregation Errors
Explore how errors displayed on the dashboard can help troubleshoot aggregation issues.
Advisor Resources
About AccountView
Learn how AccountView can provide you full-spectrum financial data visibility.
Introduction to AccountView
Review how AccountView enables advisors to view aggregated position and transaction data.
Key Areas in AccountView
Identify key information and actions to take on each tab within AccountView.
Linking Accounts and Credentials
Select a financial institution, enter your credentials, and select which accounts to link.
Open Banking Overview & Reauthorization Instructions
Reestablish connectivity for accounts migrated to Open Banking API connections.
Creating and Modifying an Investor
Explore the three most common user management workflows.
Creating and Modifying an Investor FAQ
Review common questions about creating and modifying an investor.
Requesting New Financial Institution Support
Learn how to request a connection to financial institutions that are not currently available.
Troubleshooting Aggregation Errors
View errors, diagnose and resolve errors, and contact clients and/or support.
Data Troubleshooting
Use these steps to troubleshoot reconciliation errors or other discrepancies.
Troubleshooting Aggregation and Data Issues FAQ
Review common questions about errors with accounts, credentials, or institutions.
Data Validations
Familiarize yourself with the data validation process, including common questions.
Financial Institution Health
Review the Financial Institution Health Dashboard to streamline onboarding and troubleshooting.
Support & Admin Resources
Introduction to AccountView
Review how AccountView enables advisors to view aggregated position and transaction data.
Key Areas in AccountView
Identify key information and actions to take on each tab within AccountView.
Creating and Modifying an Advisor
Learn how back-office teams can complete user management tasks using the admin tool.
Reporting and Monitoring Issues
Leverage Case Portal to report and monitor issues submitted to ByAllAccounts.
Troubleshooting Aggregation Errors
View errors, diagnose and resolve errors, and contact clients and/or support.
Data Troubleshooting
Use these steps to troubleshoot reconciliation errors or other discrepancies.
Data Validations
Familiarize yourself with the data validation process, including common questions.
Financial Institution Health
Review the Financial Institution Health Dashboard to streamline onboarding and troubleshooting.
Case Portal FAQ
Review common questions about reporting and monitoring issues.
How to Work with ByAllAccounts Support
Familiarize yourself with the life cycle of a support case.
Custodial Integrator (CI) Resources
Custodial Integrator Universal Training Videos
Access a series of training videos intended to review "big picture" functionality.
ByAllAccounts Custodial Integrator Axys APX Training Videos
Access a series of training videos targeting Axys and APX.
Custodial Integrator SaaS
Access a series of training videos on how to use CI for Portfolio Center SaaS.