Account aggregation may also include credit card accounts that are issued by the institution where the linked accounts are held or which are tied in some way to a particular account. Account aggregation usually only occurs within a single institution, although certain assets held outside a financial institution may be linked if there is a prearranged procedure for doing so.
Aggregating accounts can be particularly useful for families who have multiple financial goals, since the statements give a complete picture of the family's financial assets.