> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>
  **NOTE**

  If you’re new to the Connect Widget, check out the [product page](/connect).
</Note>

## 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.

<Tabs>
  <Tab title="Mobile Example">
    <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/connect/connect-widget-example2.svg?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=2320aed375b4b266e68f1c2df65c1a34" alt="Connect Widget example 2" width="222" height="450" data-path="images/connect/connect-widget-example2.svg" />
  </Tab>

  <Tab title="Desktop Example">
    <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/connect/connect-widget-example.svg?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=0ddd4ae56740843872d05d5aaa581c22" alt="Connect Widget example 1" width="1237" height="600" data-path="images/connect/connect-widget-example.svg" />
  </Tab>
</Tabs>

## Leverage MX Products

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

**For Aggregation:**

* [Financial Insights](/products/experience/insights): Give users insights that encourage return visits and support financial wellness.
* [Personal Finance Management](/products/experience/pfm): Let users see all their finances in one dashboard.
* [Customer Analytics](/products/data/customer-analytics): Spot spending trends, build audiences, and find ROI opportunities.
* [Extended Transaction History](/products/connectivity/extended-transaction-history): Access up to 24 months of transactions (instead of the 90-day default).
* [Unified Product Ordering](/products/connectivity/overview/intro-to-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](/products/connectivity/microdeposits): Offer an alternative for users whose institutions don’t support Instant Account Verification.
* [Customer Analytics](/products/data/customer-analytics): Spot spending trends, build audiences, and find ROI opportunities.
* [Unified Product Ordering](/products/connectivity/overview/intro-to-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.

## Build Trust

Help users feel secure and supported:

* Brand the widget with your colors (contact MX for help).
* Use [supported dimensions](/connect/#minimum-dimensions-and-breakpoints) 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](/connect#handling-session-timeouts).

## Engage Users

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.

## Track Metrics

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:**

* Job duration: How long it takes to complete a verification.
* Jobs per month: How many verification attempts happen each month.
* Success rate: The percentage of successful verifications.
* Speed per job: The average time per verification.
* Type per month: The types of verifications performed each month.