Starlight Portfolios wants all investors to have access to tools that improve their financial health, this includes the availability of account aggregation. To access the account aggregation features of the Starlight Portfolios platform, visit the Connect Accounts section on the home page, located in the Notifications section on the righthand side.
You may also access the Connect Accounts section via the Plan button, located on the menu to the left of the Welcome message. Scroll down to the Finances section.
Connect Accounts setup process:
- To enter an account, select the type – Assets (investment accounts, property, etc.) or Liabilities (credit cards, loans, etc.)
- Add New Item – select to add info manually or login into your account automatically
- For Manual login – select items type (asset or liability), enter all descriptive information (balance, type of loan, payment, etc.), select Save and review the information you’ve added.
- For Automatic Login – If the account you want to link isn’t listed enter the institution’s name in the Search field, enter login credentials, select Next and review linked account information for accuracy.
