Best Practices

Make the most of your Connect Widget integration with these practical tips.

Depending on your needs, you can use the widget for:

Aggregation: Let users connect their external financial accounts so you can show all their finances in one place.
Verification: Confirm account ownership or eligibility for funding, payments, or identity.

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If you’re new to the Connect Widget, check out the product page.

Quick Tips

These tips help you get started, whether you’re aggregating accounts or verifying them:

Put calls to action (CTAs) in high-traffic areas and use clear, jargon-free labels.
Don’t hide the widget in menus or low-traffic spots.
Add a short message that explains the widget’s value before users interact with it.

Here are some other MX products that help you drive engagement and deliver more value to users.

For Aggregation:

Financial Insights: Give users insights that encourage return visits and support financial wellness.
Personal Finance Management: Let users see all their finances in one dashboard.
Customer Analytics: Spot spending trends, build audiences, and find ROI opportunities.
Extended Transaction History: Access up to 24 months of transactions (instead of the 90-day default).
Unified Product Ordering: Starting with Platform API version 20250224, set your desired products in the widget URL request to increase connection success rates and more.

For Verification:

Microdeposits: Offer an alternative for users whose institutions don’t support Instant Account Verification.
Customer Analytics: Spot spending trends, build audiences, and find ROI opportunities.
Unified Product Ordering: Starting with Platform API version 20250224, set your desired products in the widget URL request to increase connection success rates and more.

Help users feel secure and supported:

Brand the widget with your colors (contact MX for help).
Use supported dimensions when embedding the widget.
Enable app-to-app on mobile by setting enable_app2app to true in your widget URL request.
Offer support options such as FAQs and chat.
Handle session timeouts.

These tips help users complete the flow, no matter your use case:

Put CTAs in high-traffic areas and use clear, jargon-free labels.
Don’t hide the widget in menus or low-traffic spots.
Add a short message that explains the widget’s value before users interact with it.
Keep the steps to connect or verify accounts as simple as possible.
For mobile, send push notifications to encourage users to finish.
After completion, show users their connected accounts (Aggregation) or a confirmation (Verification).
Customize the top institutions in the widget if needed (contact MX for help).
Plan to reengage users who don’t finish the process.

Measure your results and keep improving:

For Aggregation:

Connected users: How many users have linked at least one external account.
Accounts per user: The average number of accounts connected per user.
Account types: What types of accounts users are connecting (for example, checking, savings).
Connection types/institutions: Which connection methods and financial institutions are most used.
Success rates: How often users successfully connect their accounts.

For Verification: