Account Aggregator Access

Edited

What is an account aggregator?

Account aggregators are services that combine data from all of your financial accounts into one consolidated place - usually a website or app.

This helps you keep an eye on your total financial picture.

Which aggregators integrate with my NestEggs account?

We currently offer integrations with the following account aggregators:

  • Mint.com (Intuit) - Now Credit Karma

  • eMoney

  • Morningstar (ByAllAccounts)


How do I enable access?

  1. After logging into your online NestEggs account, go to My Profile

  2. Next, click the Aggregator Access option from the list

  3. Accept the terms of use

  4. Toggle the aggregator you're using to the "on" position