Bridge Financial Technology

This section contains information on viewing client accounts and using file sharing. For further information on how Atlas can be put to work for your clients, see <a href="http://help.bridgeft.com/articles/3060032-client-portal">Client Portal</a>.

<a href="http://help.bridgeft.com/articles/3059974-accounts">Navigating Accounts</a>

<a href="http://help.bridgeft.com/articles/3059966-households">Navigating Households</a>

<a href="http://help.bridgeft.com/articles/3060116-account-aggregation">Held-away Accounts</a>

<a href="http://help.bridgeft.com/articles/3059986-file-sharing">File Sharing</a>

<a href="http://help.bridgeft.com/articles/3059980-invite-clients">Invite Clients</a>

- <a href="http://help.bridgeft.com/articles/3059974-accounts">Navigating Accounts</a>
- <a href="http://help.bridgeft.com/articles/3059966-households">Navigating Households</a>
- <a href="http://help.bridgeft.com/articles/3060116-account-aggregation">Held-away Accounts</a>
- <a href="http://help.bridgeft.com/articles/3059986-file-sharing">File Sharing</a>
- <a href="http://help.bridgeft.com/articles/3059980-invite-clients">Invite Clients</a>

Overview and Shortcuts to navigating client data

Viewing Client Accounts

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