Accounts available for planning and actual balances
You have access to all accounts relevant to the planning function for which you have viewing rights in GPP, including those from third-party banks. You can select from these accounts when creating a plan to determine which ones should be relevant for the planning. Please note that only accounts for which you receive account statements and information in CAMT-XML format can be used. If a relevant account does not provide CAMT-XML statements (for example, if it still uses the MT / Swift format), please request an upgrade via your advisor to CAMT-XML.
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