What types of accounts can I connect to a financial aggregator?

Most aggregator apps support linking checking and savings accounts, credit cards, loans and investment accounts. Whether or not your specific bank account will sync can depend on the aggregator app itself, and many apps use Plaid, Finicity, TrueLayer or MX (sometimes more) to link accounts.

Is it safe to use an account aggregator app?

Typically, yes, these apps are safe. Financial aggregators use secure connections, like encryption and two-factor authentication, to protect your data. These apps also usually only have "read-only" access to your accounts, so they can pull in your transactions but can't make any changes or transactions on your behalf.

Do I need to give my bank login to use these apps?

Yes, you'll typically need to provide your login details when setting up the connection. However, due to security measures, login info isn't stored by the app itself.