The firm, best known for connecting consumers’ bank accounts to financial-technology companies, is now easing the transfer of investments from one account to another without having to sell holdings and incur taxes in the process.
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Plaid unveils technology to ease transfers between brokerages
“The institutions are really going to have to think about not only the nuts and bolts of the services they provide, but also the quality of the service they provide to the users,” Taylor said.
