Digital Advisor
The Project
Adding the ability to link outside (non-Vanguard) accounts manually to Digital Advisor (an investment robo-advisor).
Some users felt worried about the safety of their personal data when linking their outside accounts to Digital Advisor using Yodlee, a third-party automatic connection service.
The Strategy
On the “Make your goals easier to reach” page, include a new option for manually connecting outside accounts to Digital Advisor. So users will now have 2 choices for connecting non-Vanguard or outside accounts:
- Automatically link outside accounts using Yodlee
- Manually add outside accounts
Here's what we added to this page:
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Some new copy, starting with the sub-heading, “Options for connecting non-Vanguard accounts”
The copy explains there's a new option to manually add outside accounts. It also stresses that if users choose this option, they'll need to manually update their information when it changes. This helps users make an informed decision.
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A new button, “Add accounts”, for linking non-Vanguard accounts manually
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A text link, “automatic, secure connection” which opens a new modal, “Setting up a secure connection”. This modal highlights the safety and convenience of linking outside accounts with Yodlee.
Results
By providing users with 2 options to link their non-Vanguard accounts to Digital Advisor, we addressed the concerns of some users about the safety of their personal information. We also addressed the business's preference that users choose automatically linking their outside accounts via Yodlee.
Screenshots
Make your goals easier to reach
This page is part of the enrollment flow for Digital Advisor. Its purpose is to allow users to connect outside investment accounts to their Digital Advisor plan. We added the ability to connect an outside account manually, so users can now connect accounts either automatically or manually.
Modal - Setting up a secure connection
We added this modal, which pops up when users click on the text link, “automatic secure connection”. Its purpose is to explain the benefits of connecting non-Vanguard accounts using the automatic linking service, Yodlee. It also helps allay some of the concerns users may have with using a third-party, non-Vanguard service.
