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Search the knowledge base or browse by topic. Anything that needs a person, send it to member services at support@aaim.com.
Linking, syncing, and what to do when a balance looks off.
Aaim reads balances and positions through Quiltt for verified institutions. Sync cadence is hourly when a pledge is active and every four hours otherwise.
Appraised collections, real estate, and other alternative assets are re-attested annually unless you mark them for accelerated review. The displayed value reflects the most recent attestation.
Most errors resolve on the next sync cycle. If the error persists for more than 24 hours, remove and re-add the connection from Settings -> Linked accounts.
How collateral is valued and how covenant ratios are derived.
A pledgeable holding is one your financial institution may accept as collateral against borrowing. Aaim does not approve or fund loans — the institution makes every credit decision.
Pledgeable value = market value x (1 - haircut). The haircut accounts for price volatility and liquidity risk. Aaim sums pledgeable values across eligible holdings to produce the totals shown on the New Pledge screen.
Each financial institution sets its own policy. Some asset classes (alternative funds, certain commodities, illiquid private holdings, many digital assets) are commonly excluded. The institution policy is final.
Two-step verification, recovery, and trusted-device review.
Two-step is required for every sign-in. It is enabled by default through the canonical Aaim identity provider; disabling it requires a member-services request.
Reach member services at support@aaim.com or (212) 931-6500. Aaim revokes the device session, issues a recovery code, and walks through a fresh device enrollment.
No. Aaim authenticates through Google SSO via the Aaim Identity Provider. Quiltt connections use OAuth tokens; Aaim never sees institution-side credentials.
Where to find statements and how to read line-level positions.
Monthly statements arrive on the first business day of each month and are always sent by email. The portal mirrors the same documents under Statements (institutional rollout).
Yes. Aaim emits PDF + machine-readable JSON. The JSON includes line-level positions for use in tax-prep tools.
What Aaim is, what it is not, and how to refer someone you trust.
Aaim aggregates connected accounts, classifies holdings, computes pledgeable value, transmits pledge data to your institution with your consent, and monitors collateral over time.
Aaim does not originate loans, approve or deny credit, set interest rates, fund disbursements, or service loan payments. Those are functions of your financial institution.
Your privacy ledger, third-party sharing posture, and data export.
Every read, share, and analytic event tied to your account is written to your privacy ledger. The ledger is append-only and exportable.
No. Aaim does not sell member data and does not share it for advertising.
Settings -> Privacy and data -> Request data export. Aaim emits a complete account history as JSON or CSV.