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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 for verified institutions. Sync cadence follows your pledge activity: accounts refresh most frequently while a pledge is active, and less frequently otherwise.
Appraised collections, real estate, and other alternative assets update when a new attestation is recorded. 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, password changes, and active sessions.
Open Settings, then Security, and choose Set up under Two-step verification. Scan the QR code with an authenticator app (Google Authenticator, 1Password, Authy) and enter the 6-digit code to turn it on. You will be shown recovery codes once -- save them somewhere safe.
Use one of the recovery codes you saved when you turned on two-step verification -- each works once at sign-in in place of an authenticator code. If you have run out of recovery codes, email support@aaim.com and we will verify your identity before restoring access.
In Settings, Security: use Change under Password to set a new one (this also signs out your other sessions), and use the Active sessions list to sign out any individual device or all other devices.
Your Aaim password is verified against the Aaim identity service and is never stored in readable form -- only a one-way hash is kept. When you connect an account through your institution's secure connection, that uses OAuth tokens; Aaim never sees your bank or brokerage login. If you signed in with Google, Aaim does not receive your Google password.
Where account documents come from, and what the data export contains.
Account documents are delivered by email as they become available. An export of your account data is available from Settings -> Privacy and data.
Not yet. The data export covers your profile, connected institutions, API keys, and webhooks as machine-readable JSON. It does not include position or transaction detail, so it is not a tax-prep input today.
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.
Third-party sharing posture and data export.
No. Aaim does not sell member data and does not share it for advertising.
Settings -> Privacy and data -> Request data export. Aaim emails a link to a JSON archive of your profile, connected institutions, API keys, and webhooks.