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A Single Dashboard for All Accounts?
Posted on 12/4/24 at 5:33 pm
Posted on 12/4/24 at 5:33 pm
Is this possible anymore with two-factor authentication (2FA)?
USAA used to provide one that I could build with all the credentials and I just go there and it will dashboard me everything from Fidelity to Schwab to Voya to this and that, but a few years ago when 2FA took over, most won't link.
Does such a product exist? I would even pay a small fee for it.
USAA used to provide one that I could build with all the credentials and I just go there and it will dashboard me everything from Fidelity to Schwab to Voya to this and that, but a few years ago when 2FA took over, most won't link.
Does such a product exist? I would even pay a small fee for it.
9
Posted on 12/4/24 at 7:09 pm to deeprig9
most dashboards have a feature where you can populate with outside accounts. Vanguard and Schwab (the two I use) have it; I use the vanguard dashboard because it’s easier to navigate. It auto streams updates
Posted on 12/4/24 at 7:37 pm to deeprig9
Empower is awesome.
Posted on 12/4/24 at 8:38 pm to deeprig9
This is what Mint did and Monarch does now, plus a bunch of other features.
Posted on 12/4/24 at 9:08 pm to deeprig9
Monarch is what I use since Mint went away.
Posted on 12/4/24 at 11:05 pm to deeprig9
I use Quicken Simplifi since Mint went bye bye
Posted on 12/5/24 at 1:21 am to deeprig9
Check out snowball analytics. I use it for all of my investment accounts.
Posted on 12/5/24 at 10:36 am to horsesandbulls
Empower bought Personal Capital, correct?
I used PC but just never got around to adding new accounts. Been years since I signed in. It was still PC when I last checked in.
I used PC but just never got around to adding new accounts. Been years since I signed in. It was still PC when I last checked in.
Posted on 12/5/24 at 2:57 pm to deeprig9
Fidelity Fullview supports account aggregation with 2 factor
Posted on 12/5/24 at 3:58 pm to deeprig9
Yep. I use Monarch. It's amazing.
Posted on 12/5/24 at 4:00 pm to deeprig9
Fidelity has this solution natively available, It's fooking great, every once in a while vanguard accounts do not refresh. Also, it's not true real time with every brokerage.
Posted on 12/5/24 at 4:13 pm to ODP
Most of my money is in Fidelity so it seems like this is the way to go. One problem is I have POA over my father's Fidelity accounts, so it's all included in my dashboard, which kinda fricks up the purpose of having my own dashboard for my own accounts. Is there a way to exclude certain accounts on the native fidelity dashboard?
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