Client Integrations

Integrations is the optional self-service connection screen in the DayZero client portal (the /client shell). When the firm shares one or more integrations with clients, a client can connect their own accounts — most commonly a bank via Plaid — without waiting on firm staff. Firm staff preview it through Client View. The firm controls exactly which integrations appear, so clients only ever see the allowlist the firm exposes.

Key capabilities

• Self-service connection of integrations the firm has shared with the client portal
• Firm-controlled allowlist — only integrations on the firm's client-visible list appear
• Bank connection via Plaid (secure, secure direct connection-style authorization)
• Active vs. Available sections so connected integrations sort to the top
• Connection status per integration: connected, needs attention, available, loading
• A status summary strip across the visible integrations
• "Coming soon" treatment for not-yet-live integrations
• Sync-health signals that also surface on the Dashboard's Connected Accounts card
• Sidebar entry shown only when at least one integration is shared

How it works

The portal reads the firm's client-visible integration list and renders only those tiles. The client connects one through its authorization flow; the tile then reports status, and any reauthorization need is echoed on the Dashboard so it doesn't go unnoticed.

flowchart TD
  allow["Firm's client-visible integration list"] --> show{"Any shared?"}
  show -->|"No"| empty["Integrations hidden / empty state"]
  show -->|"Yes"| tiles["Render allowed integration tiles"]
  tiles --> connect["Client connects (e.g. Plaid secure direct connection)"]
  connect --> status["Status: connected / attention"]
  status --> dash["Dashboard sync-health pill"]

How to use it

1. Open Integrations in the portal sidebar (Manage section). It shows only if your firm shared at least one integration.
2. Find the integration you want under Available (e.g. a bank via Plaid).
3. Start the connection and complete the secure authorization flow.
4. The tile moves to Active and reports its status; the summary strip updates.
5. If a connection later needs attention, reconnect it here — the Dashboard's "needs reauthorization" pill links straight back to this page.

Pro tips

• Firm-side: add integrations to the client-visible allowlist for clients who add bank accounts or change banks often — it removes a support round-trip.
• Firm-side: keep the allowlist tight (e.g. just bank connections) so clients aren't shown integrations you'd rather manage yourself.
• Client-side: check the status strip after connecting — "needs attention" means the link must be reauthorized before data flows again.
• Client-side: a stale bank connection ages your numbers; reconnect promptly when the Dashboard flags a reauthorization.
• Client-side: connections use secure authorization — your bank credentials are handled by the provider, not stored in the portal.

In-depth guide

What the client can see vs. do

Connection statuses

Integrations marked "coming soon" appear as available but aren't connectable yet.

Access control

The entire screen is driven by the firm's client-visible integrations list:

• Empty list: the sidebar entry is hidden and the page shows "No integrations available yet. Your advisor hasn't enabled any integrations for the client portal."
• Strict filtering: the page shows only the allowlist, so sharing or unsharing an integration is the firm's single lever over what clients can self-connect.

How firm-side data flows in

• A client-connected integration feeds the same business the firm manages — a bank linked here populates transactions the firm categorizes, with no separate client-only data store.
• Sync health across the connections surfaces both here and on the Dashboard (last-synced time, reauthorization, and sync-error pills), closing the loop with the firm's monitoring.

Edge cases

• No business selected: the page prompts "Select a business to manage integrations."
• Nothing shared: the empty state explains the firm hasn't enabled any client-portal integrations.
• Reauth needed: the tile shows "needs attention" and the Dashboard surfaces a matching pill with a "Fix in Integrations" link.