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Does anyone use account aggregators
Posted on 10/22/20 at 11:05 pm
Posted on 10/22/20 at 11:05 pm
Does anyone have a platform they like to aggregate accounts all in one place outside of what your financial adviser provides that you recommend?
Looking for something that can pull in credit cards, bank accounts, mortgages, investment accounts, etc. all into one place that is real time. Also, having an app is a huge plus.
Looking for something that can pull in credit cards, bank accounts, mortgages, investment accounts, etc. all into one place that is real time. Also, having an app is a huge plus.
3
Posted on 10/22/20 at 11:11 pm to TigerGrad2011
Mint by intuit
Posted on 10/22/20 at 11:38 pm to LSUFootballLover
Does it have a document vault and is there a cost for it to aggregate everything?
Posted on 10/22/20 at 11:48 pm to TigerGrad2011
It’s free. You have to input all the info so getting started is time consuming. Supposed to be very secure
Posted on 10/23/20 at 12:28 am to TigerGrad2011
Personal Capital
Posted on 10/23/20 at 12:48 am to TigerGrad2011
I use the one that Fidelity offers called FullView but the external accounts don't show up in the app. Though I use the browser 99% of the time so that doesn't really affect me.
It is nice as it also lets you manually track assets like property, insurance policies, stock options etc and tracks your net worth history. Fullview is powered by eMoney that Fidelity owns which is used by Scwhab for their online aggregation as well.
It is nice as it also lets you manually track assets like property, insurance policies, stock options etc and tracks your net worth history. Fullview is powered by eMoney that Fidelity owns which is used by Scwhab for their online aggregation as well.
This post was edited on 10/23/20 at 1:03 am
Posted on 10/23/20 at 1:01 am to TigerGrad2011
quote:
Does it have a document vault and is there a cost for it to aggregate everything?
Fidelity offers a free document vault called Fidsafe and you don't even have to be a Fidelity customer. I haven't used it much, but what I like about it is that you can create groups/users and decide who has access to what etc. Also, they have a feature that upon your death all documents are transferred to a designee.
https://www.fidsafe.com/
Posted on 10/23/20 at 3:24 am to LSUFootballLover
So mint would allow me to manually enter holdings from different accounts and view them in one place?
Posted on 10/23/20 at 6:23 am to GulfCoastPoke
your best bet is either quicken or personal capital. they will pull in balances and holdings automatically. I'd say personal capital because its free. use quicken if you really want to track your spending better.
Posted on 10/23/20 at 7:37 am to GulfCoastPoke
Yes, mint pulls in everything
Posted on 10/23/20 at 10:20 pm to LSUFootballLover
Would you rather use Personal Capital or Right Capital if you had access to it? Friend of mine that works at an RIA was talking about using it as a subscription based option for non clients to use for a monthly rate.
Posted on 10/24/20 at 6:39 am to whiskey over ice
Thanks. I’m wondering if there is an aggregator that will allow me to manually input them - I’m weirded out about a company having access to all my information.
Posted on 10/24/20 at 6:49 am to GulfCoastPoke
You can manually input everything in personal capital if thats what you would rather do.
Posted on 10/24/20 at 11:51 am to StinkBait72
Cheers thanks
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