Account Aggregation | Voters

Account Aggregation

complete

Taylor Stewart

Ability for clients to link their accounts

October 9, 2025

Taylor Stewart

updated the status to

complete

Taylor Stewart

updated the status to

in progress

Austin Hunt

Any updates on this one?

Taylor Stewart

Austin Hunt: Scheduled to start work first week of February. Finishing client portal now. Next we'll enhance the overview page and planning features. Then account aggregation.

Taylor Stewart

updated the status to

planned