Where do you all see all your financial accounts data into one place? Does mint do it? What other apps does folks here have good/bad experiences about? - 401k fidelity and Schwab - HSA - Optum, health equity and fidelity - 529 - RSU - E*Trade, Schwab, carta - personal investment - Webull, Robinhood - bank accounts - chase, discover, pnc, dcu, KeyBank - home equity - net worth calculation Salesforce offers BrightPlan but donβt like that much. Looking for ideas.
SoFi relay
Monarch Money
doesn't support fidelity accounts
Personal capital is not bad
Half of those donβt even matter. You only need widgets for your stocks No need to print out your Zillow estimate and hang it in the fridge
I actually just laughed and spit coffee all over my cat reading this ππ
there are no good solutions, I just log into each account individually, more secure that way anyway although, my bank does aggregate like 99% of all my accounts to give me a quick snapshot but there are no useful visualizations, its just a balance.
Empower/Personal capital
Compound is interesting for this
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newretirement.com and countless other apps