Which account aggregation service do you use?
By account aggregation service, I mean a service where you log on using one user id and passwd and
you can see information for all your accounts in other institutions in one page.

I'm looking for a service that does account aggregation for the following types of accounts:
credit cards
bank accounts (checking + savings)
stock/brokerage accounts


Obviously since these are sensitive information, I would like to know which service is the best in terms of security and reputation.
Thanks.

absaim said:Obviously since these are sensitive information, I would like to know which service is the best in terms of security and reputation.I don't like the idea of online account aggregation & keep all of this information on my own machine in GnuCash. That being said, IF I was to use an online aggregator, Yodlee seems to have the highest reputation.

I use Compass Bank's flavor of Yodlee which is based on Yodlee's older, and arguably, better, interface.

absaim said:anything besides yodlee?
I don't like yodlee and don't trust them.


BOFA . But i think they too use yodlee under the hood. Wellsfargo does not look like yodlee..

If you have a Citibank account that's linked to your ATM/Debit Card you
can use My Accounts Aggregation

What about wells fargo's onelook. I have my ING, CITI, and etrade all there.

With these services you can see the info n the other accounts can you actually click and pay balances and stff on the other accounts, or do ou just have access to the balances?

Rob

absaim said:I don't like yodlee and don't trust them.If everyone else trusts them, why don't you. Obviously you don't want the one with the best reputation. So, what are your other criteria?

I have not tried any internet (yodlee) or desktop (GNUcash) application but was wondering if any of them offered the capability to plot total assets on a weekly basis over time to see how your net worth is fluctuating as well as determine annualized % returns for any custom defined time period.

I have been interested in such a capability for quite some time but before signing up or downloading a software wanted to find out if anybody here had experienced it in this area.

zangalf said:I have BofA bank account.
However, I don't see anywhere on the online banking website where I can add accounts in different institutions.
Where can I find the aggregation service in BofA?
If your accounts are in Washington or Idaho, you can't use this. You should be able to in most/all other states. To use this, log into online banking. Then from the Accounts Overview page, you should see an option somewhere for My Portfolio. You'll have to sign up for the service (which is free). Then you can add all sorts of accounts including CCs, bank accounts at other instututions (except BofA in WA/ID), frequent flyer accounts, investment and loan accounts, etc.