Attract and Retain Retail Investors with Plaid

Grow your assets under management and enable personalized advice
Sponsor Content from
REGISTER NOW
Complimentary Access Pill
Enjoy complimentary access to top ideas and insights — selected by our editors.

Account funding friction can be a roadblock to growing AUM. The traditional account funding process can be manual, time-consuming and error-prone, creating a high-friction customer experience for your clients, that may lead to significant drop off during onboarding.

Learn how you can decrease onboarding friction, provide a seamless experience for customers, and grow AUM with fast and secure account authentication and funding. Plaid enables your clients to connect and verify accounts, prevent overdraft.

LEARN MORE