Website or App that consolidates multiple accounts

1,237 Views | 10 Replies | Last: 7 yr ago by YouBet
unmade bed
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I have a retirement account with Ameritrade, a Roth IRA acct with fidelity, a HSA account, a couple of savings accounts with WF and Discover, a money market account with a credit union, a 529 account with uesp, plus my regular checking account.

I am looking for an App/site that I could log in to one time to check them all, rather than having to log in to multiple sites. It would be good if the site allowed me to compare performances say between my Ameritrade and Fidelity accounts as well.

I used Mint about 10 years ago, but wasn't sure if there may be something better you guys suggest.
The Original AG 76
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I still find that Mint is the best
gvine07
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I use mint as well. I think it does a good job checking balances.

Mint has critics on this board, and if I remember correctly it's because it's not the best place for a budget. I'm sure others will chime in
thirty-two
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+1 here for Mint. Been using it for years, works great.
thirty-two
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And I find the budgeting to be just fine. I've created my own categories.
colonialag
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Personal Capital fan here
Cyp0111
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Personal capital is fine if you can manage the weekly call to manage your money.
bco2003
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I like SigFig pretty well
Ragoo
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I like mint I really do, been using it since 2011 iirc. But, they lost all of my transaction data in 2015. I am not sure if that is by design, like they only keep 2 years worth of data, but I have no history anymore.
YouBet
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gvine07 said:

I use mint as well. I think it does a good job checking balances.

Mint has critics on this board, and if I remember correctly it's because it's not the best place for a budget. I'm sure others will chime in


You have it backwards. They have a strong budgeting feature but they have frequent and recurring account connection problems in my experience. Their investment tracking and visuals suck.

Best aggregate site I've found is Personal Capital. Phone call doesn't bother me as I simply ignore it. And they only call me every 3 months or so.
Ragoo
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How is their budgeting tracking?
YouBet
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Ragoo said:

How is their budgeting tracking?
Very limited if you like to create detailed budgets or track every category. I use it solely as a secondary source for investment views and analytics . They have a budget feature, but it's obvious they only added it just to say they have it.

If they ever built that out at all it would be the best all-around site out there.
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