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account aggregation

Your financial life, all in one place.

At the Gleason Group, you get a complete view of your financial world in one simple place. You can aggregate account information from more than 8,900 financial institutions. In addition to the accounts we manage, you can see your checking and savings accounts, 401(k)’s, credit cards, mortgages, and more. You can even manually enter assets such as collectibles, cars and real estate to build the full picture of your net worth. Once you’ve added your accounts, the values will appear right on your Investor Access home page and automatically update each night with the latest information.

Account aggregation offers multiple layers of security protection. Data is aggregated using three highly secure methods to ensure all sensitive information remains private and protected. Data is continuously monitored by security experts – 24 hours a day, 7 days a week – and numerous security checks have been built into the application to guard against intrusion attempts. The system leverages multilevel, state-of-the-art hardware and software, where data is always encrypted and stored securely. Security, privacy and account protection are the foundation of the account aggregation, making it safe to make your financial life easier.


This is your moment.