--- title: Knowledge Base description: Explore the Wealth Access Knowledge Base for guides on accounts, aggregation, reports, documents, households, security, and portal support. image: https://info.wealthaccess.com/hubfs/Accounts-1.svg --- [Skip to content](https://info.wealthaccess.com/knowledge-base#main-content) [![](https://info.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) ###### KNOWLEDGE BASE # CONNECT YOUR DATA See As One. Bring us data from any system. We turn it into one client view and show it inside your digital banking. This hub explains how data gets in, how it is shown, and how a bank goes live. Start Here ![docs page](https://info.wealthaccess.com/hs-fs/hubfs/docs%20page.png?width=2000&height=2000&name=docs%20page.png "docs page") ![Accounts](https://info.wealthaccess.com/hubfs/Accounts.svg) ## Accounts Overview of all accounts visible in Wealth Access, including how they are organized, classified, and displayed across dashboards and reports. [See Accounts](https://content.wealthaccess.com/accounts?hsLang=en) ![Data Engine](https://info.wealthaccess.com/hubfs/Data%20Engine.svg) ## Data Engine The Data Engine powers how your financial data is collected, transformed, and unified into a single, accurate view across your Wealth Access experience. [See Data Engine](https://content.wealthaccess.com/data-engine?hsLang=en) ![Documents](https://info.wealthaccess.com/hubfs/Documents.svg) ## Documents Centralized access to financial documents, reports, and shared files across accounts and households. [See Documents](https://content.wealthaccess.com/documents?hsLang=en) ![Households](https://info.wealthaccess.com/hubfs/Households.svg) ## Households View financial information across related individuals for a consolidated perspective. [See Households](https://content.wealthaccess.com/households?hsLang=en) ![Reports-1](https://info.wealthaccess.com/hubfs/Reports-1.svg) ## Reports Interactive and downloadable summaries of financial data across accounts and households. [See Reports](https://content.wealthaccess.com/reports?hsLang=en) ![Security](https://info.wealthaccess.com/hubfs/Security.svg) ## Security Overview of how Wealth Access protects your financial information, including login safeguards, encryption, and account verification processes. [See Security](https://content.wealthaccess.com/security?hsLang=en) ![Team](https://info.wealthaccess.com/hubfs/Team.svg) ## My Financial Team View your advisor and support contacts in one place, including names, roles, and contact details. 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