Smart Connect

What is Smart Connect, and how do I find it?

Smart Connect provides secure access to your clients’ financial accounts with real-time visibility into account balances, transaction details, and the most recent bank statements.

Smart Connect provides secure access to your clients’ financial accounts with real-time visibility into account balances, transaction details, and the most recent bank statements.

On the left side navigation click on “Smart Connect.”

You should see the following view: