Workflow Guide
A
Workflow Guide
Balance Verification
How to Connect Ameriprise Financial - My Financial Accounts for Balance Verification
Validate account balances quickly for underwriting checks, onboarding, and account health workflows.
Validate account balances quickly for underwriting checks, onboarding, and account health workflows.
Link the account source with the correct provider and institution scope.
Pull current and historical balances for consistency and outlier checks.
Flag stale snapshots and trigger refresh when balance age exceeds policy.