One or multiple apps for stock/option/CD
Do you have your entire portfolio on one app or multiple.l recently switched to Fidelity and wondering what are the benefits/cons of using one vs multiple apps to manage wealth.
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Amazon gLUT83 Nov 20, 2023
Multiple Apps to avoid co-mingling pre/post marital assets IYKYK
Oracle NIlP65 OP Nov 21, 2023
What's IYKYK
As life goes and there are special offers money ends up being spread across multiple services. Best thing I would recommend is having one app to track all assets and connect services like Fidelity, Amex, etc. to it to see everything in one place. I use Mint, but sadly it is going away so will switch to an alternative.
Empower