Simplified Mutual Fund (MF) Selection in AA Flow

We’ve rolled out a more intuitive experience for selecting Mutual Fund accounts during consent journeys in the Account Aggregator (AA) flow. This update affects both the "Select Account" and "Link Account" pages.

? What’s New?

✅ 1. One-Tap MF Selection at FIP (CAMS/KFIN) Level

• Users can now select the entire Mutual Fund account group (FIP level) by simply tapping anywhere on the MF Account card.
• No need to drill down unless granular selection is needed

 Granular Selection via L2

• To choose specific folios (specific mutual funds) or holdings (e.g., 4 of 10), users can still navigate to the second-level screen

• This provides flexibility for users who prefer more control over what they share
  
  

Why this matters for customers?

1. Simplified selection: of mutual funds vs. prior method that made users select all of their mutual funds individually 

   1. No user actually shares just a few MFs at a time, so this makes it much simpler
      
      

2. Likely to lead to higher conversions and an easier data sharing experience