Savant Account Aggregation allows you to view all your online checking, savings, investment and credit card accounts from most financial institutions (not just those you hold with Savant) in one place. You will be able to set up and view accounts from any financial institution that you have an online relationship with. To use account aggregation, you will simply input your user identification and password for each online financial institution that you would like to aggregate. We will load your Savant managed accounts for you. You also will be able to add non financial institution items such as autos, homes, jewelry, art, etc. and manually update this information as frequently as you wish. Once you have loaded all of your information, you will be able to see a complete balance sheet as of the current date anytime you wish.
Your login information and passwords are stored in a secure area which is protected and is not accessible by any party or parties (not even Savant or the software provider). When you click on the update button, you will unlock your logon id and password and the system will then log into your selected Internet services and on your behalf, copy the information, and present it.
To start the process, click on the “Account Aggregation Request” button below and fill in form. Once we confirm your information, we will send you an invitation with instructions as to how you may log onto the Aggregation software and beginning using these features.
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Please allow up to 5 days
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