Lexria Financial Accounts Service
Our Financial Accounts Service simplifies the gathering of all financial account information from your clients: with your unique referral link, your clients securely login to each financial account they have. We have wide coverage across banks, credit cards, credit unions, retirements accounts, PayPal, Venmo, and more!
- Secure and customized: You’ll get a secure, unique link that’s quick and easy to share with your clients.
- Comprehensive: We’ve got nearly all financial accounts covered. And if your clients can’t find their financial account in our system, we make it easy for them to upload their statements.
- Fast: In a matter of minutes your clients will be able to login to all of their financial accounts. No more hunting around for old documents.