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Use this solution if you have a financial services product and your customers may hold their investments across a number of different assets, classes, and financial institutions. Flinks can connect your customers’ investments, which allows them to safely access their data so that they can use your services. You can also allow your customers to connect their bank accounts through Flinks.

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Coverage

Flinks currently connects to 70 unique investment or wealth platforms spread across 45 different financial institutions. This includes full-service brokerages, discount/online brokerages, robo-advisors, mutual fund companies, employer portals, and certain specialty investment companies. In many cases, there is a many-to-one relationship between the platforms and the various FIs, where different logins or online portals may be operated by the same financial partner. For example, BMO has three distinct investment offerings which all have different logins and online portals, and are thus treated separately:
  • BMO AdvanceDirect (Robo-advisory program)
  • BMO InvestorLine (Discount brokerage)
  • BMO Nesbitt Burns (Full-service brokerages)

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Set Up Wealth

Complete the following steps to set up Investments enrichment.
  1. Set up your environments.
  2. Set up your API connection.
  3. Set up Flinks Connect if you have not already done so.
  4. Ask your Flinks Representative to enable Investments in your Flinks Connect Integration.
  5. Set up your website or app to allow pop-ups to open. The Investments screen in Flinks Connect displays in a pop-up window and prompts the end-user to authenticate themselves by entering their login credentials.
  6. Set up your iframe URL parameters to specify the type of data that you’ll be collecting.
  7. If your business case requires refreshing a card, implement the Wealth Reconnect Flow.
  8. Optionally, keep track of each user’s events in the iframe by setting up the Event Listener.
  9. Choose how you want to receive Investments data (by API connection or automatically through Webhooks), then set it up.
  10. Complete testing to confirm your integration is working as expected.
  11. When everything is set up correctly and working as expected, go to production.

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Getting started

To get started with investments, complete the following action: