When migrating bank accounts from MX to Plaid using the migration wizard, users must manually map each MX account to its corresponding Plaid account one by one. For users with many accounts at a single institution (e.g. 20+ accounts), this is time-consuming and error-prone – especially since account names may differ between providers and accounts are not presented in a consistent order.

It would be a significant improvement if the migration wizard could intelligently suggest likely account matches based on account type, balance, name similarity, or other signals. For example, a checking account with a similar balance on both sides could be pre-matched, leaving the user to only confirm or adjust rather than mapping everything from scratch.

This would reduce friction substantially for power users migrating large portfolios and lower the risk of incorrect mappings.