Daylight Savings Time & Linking External Accounts

Remember Daylight Savings Time ends Sunday, November 3rd.? Don't forget to turn your clocks back one hour and replace the batteries in your smoke detectors!

Account Aggregation/Linking External Accounts for Data Feeds

Would you like to receive current investment allocation advice about your 401k plan account and other investments held elsewhere??

Through your Investor360° client portal you always have online access to view your accounts with me, and documents that we’ve shared.? In addition, Investor360° offers an account aggregation (daily data feeds) feature that allows you to view external accounts that you hold at most other institutions including investment, banking, loans, credit cards and insurance accounts.??

By logging into your Investor360° client portal, you will be able to view your entire financial portfolio in one place.?

Account aggregation offers several benefits, including:

• A holistic view of all your accounts held across various institutions, alongside the accounts you hold with me.?
• Up-to-date access to account balances and holdings that refresh every night.
• Integration with tools and reports, saving you the hassle of gathering old statements to be entered manually.
• A function that allows you to manually enter assets yourself, eliminating the time it takes to provide supporting documentation for this process.
• The ability to submit new site requests for institutions that don't have an available connection.
• The ability to customize the settings of your linked accounts for a more intuitive, personalized experience.

To get daily data feeds on your external accounts, here is a short video. Completing these steps will allow you and me to receive daily updated information about your external accounts, and have them included in future reports.

If you have questions about account aggregation/linking external accounts, please feel free to contact my office.

Paul Bonapart is a registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network?, Member FINRA/SIPC a Registered Investment Adviser. Investment Adviser Representative of Financial Security Planning Services, Inc.?Financial Planning offered through Financial Security Planning Services, Inc. are separate and unrelated to Commonwealth. Fixed Insurance products and services are separate and unrelated to Commonwealth. Indices are unmanaged and cannot be invested into directly.?Past performance is not indicative of future results.

Delivering financial confidence since 1992