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Learn MoreWhen working with a connection, it’s important to choose the right source. After all, if you’re trying to establish a link with the wrong institution, no amount of troubleshooting will aggregate your clients’ data.
And with thousands of connections to choose from, it can be difficult to find the right one the first time.
That’s why we’re upgrading our Connections Console so that users can find the right source on their first search.
For example, if a client is trying to add a connection with J.P. Morgan, they could use a number of alternative spellings, such as JP Morgan, J.P.Morgan, JPMorgan, etc., which all may result in them not finding the source they’re looking to add. With the introduction of source aliases, users will find the source even when searching using alternative spellings and abbreviations.
Sources will be monitored and parameters will be added to the source search alias database over time. So if you have any suggestions, please email DSS@emoneyadvisor.com and we’ll take a look!
