Is there a limit to the amount of accounts I can link on the platform?
We limit the amount of financial accounts you can add on the platform by each service level. This includes the following accounts types: brokerage accounts, bank accounts, credit cards, and any business accounts or trust accounts.
Free: Link to 1 account
Core: Link up to 5 accounts
Core+: Link up to 10 accounts
If you need to link more than 10 accounts, please reach out to our support staff so we can assist with you further.