Adding Outside Accounts to Beckham Financial Portal

Written By Allison Beckham

You can link outside accounts to your Beckham Financial client portal, giving us a more complete view of your overall financial picture in one place.

Common outside accounts that Clients can add:

  • Employer-sponsored Retirement Plans (401k, 403b, etc.)

  • Outside Retirement Accounts

  • Outside Brokerage Accounts

  • 529 College Savings Plans

  • Bank Accounts

  • Fixed and Variable Annuities

  • Some Crytocurrency and Digital Assets

Step 1: Log in to the Client Portal at www.advyzon.com (Must Select Client Login)

Step 2: Go to Profile and select the Synced Accounts tab

Step 3: Click Actions > Link Account from ByAllAccounts

Step 4: Choose the account holder and search for the financial institution by name or URL

Step 5: Click Next to proceed to the institution's login page

Step 6: Accept any Terms & Conditions and enter your login credentials

Step 7: If prompted, complete any required security steps

Step 8: Select the accounts to be aggregated and click Save

Allison Beckham
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