Workflow Guide
E
Workflow GuideBalance Verification
How to Connect Equitable - Client for Balance Verification
Validate account balances quickly for underwriting checks, onboarding, and account health workflows.
Implementation steps
- 1
Link the account source with the correct provider and institution scope.
- 2
Pull current and historical balances for consistency and outlier checks.
- 3
Flag stale snapshots and trigger refresh when balance age exceeds policy.
Required evidence
- Current balance retrieval
- Historical balance trend context
- Staleness-aware refresh controls
Equitable - Client-specific considerations
- Monitor Equitable - Client balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Equitable - Client with real trend lines, balances, and history instead of checking Equitable - Client in isolation or rebuilding the same context each week.
- Compare Equitable - Client with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Equitable - Client changed liquidity, diversification, or total net worth across your broader financial picture.