Account aggregation
Plaid
Clients link their bank, card, loan, and investment accounts, and balances, holdings, and transactions stay current in their plan.
Clients shouldn’t have to email you a statement every month. With Plaid, they link their own accounts from Kerdora’s client portal, and balances, holdings, and transactions update on their own.
What you get
Clients link accounts themselves. Invite a client to Kerdora’s client portal. They link a bank, card, loan, or investment account through Plaid and never send you a password.
Every account lands where it belongs. For each account, your client can match it to one already in their plan, add it as new, or hand it to you to review.
Balances that stay current. Balances, holdings, and transactions update automatically, and transactions flow into spending review.
Connection status at a glance. Kerdora shows when each account last synced and flags any connection that needs your client to sign in again.
What moves where
Into Kerdora
Balances
Holdings
Investment activity
Transactions
Loan details where supported
Back to Plaid
Nothing. Access is read-only.
Set it up
Invite a client to Kerdora’s client portal.
Your client opens Connections and links an account through Plaid.
Review any accounts your client hands to you. Balances then update on their own.