# Held-Away Account Aggregation Reminder — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Held-Away Account Aggregation Reminder

Encourage clients to link external accounts to the adviser's aggregation platform.

Set up this outcome

## Apps this needs

Custodian / Account System Brokerage/custodian platform holding client assets — balances, account type, RMD data. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies clients who haven't linked known held-away accounts via the aggregation platform.

Sends a simple explanation of the benefit with a secure linking instruction.

Confirms successful linking and notifies the adviser of the more complete household view.

Sends a single follow-up if not completed, then stops the sequence.

## Data sources

Account aggregation platform linking status

## What it targets

Clients with all known accounts linked Target 60%