Workflow: Add Linked Accounts to Tamarac

Learn the steps to add and use linked accounts in Tamarac.

Convert Balance-Only and Advisor Permissioned Data Accounts to Reconciled Accounts

Learn the steps for how to convert a balance-only account to a reconciled account that can be used for full performance reporting.

Edit Linked Account Details and Credentials

Learn the steps for editing external linked accounts and managing issues for balance-only and reconciled accounts.

Link, Edit, or Unlink Accounts on the Aggregated Accounts Page

Learn the steps for linking and unlinking balance-only, advisor permissioned data (APD), and reconciled accounts on the Aggregated Accounts page.

Link, Edit, or Unlink Accounts on the Households Page

Learn the steps for linking and unlinking balance-only accounts on the Household.

Link, Edit, or Unlink Accounts on the Client Portal

Learn the steps clients complete for linking and unlinking balance-only accounts on the client portal.

Understanding Linked Accounts

Learn about linking external accounts and the differences between each type.

Using Views and Filters on The Aggregated Accounts Page

Learn about the features of the Aggregated Accounts page that help you manage linked accounts.

Linked Account Troubleshooting

Find resolutions for common issues with linked accounts.

Aggregated Account and Linking Permissions

Learn what permissions your user needs to access and use the Aggregated Accounts page.

Net Worth Report

Learn about how different types of linked accounts appear on the Net Worth report.

Yodlee Integration

Learn about linking external accounts using the Tamarac Yodlee integration.

Assets and Liabilities

Learn about how to add manually added and linked assets and liabilities within Tamarac and what you can do with.