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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.

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absaim said: [Q]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 don't use them, but I think a lot of people here use Yodlee.

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

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

absaim said: [Q]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..

b of a is yodlee...


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

THEYRE ALL YODLEE! Name 1 that isnt.

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

Wells Fargo - No longer Yodlee

Yodlee: BofA, Citi, Fidelity, Compass, Wachovia, AOL, ETrade..(list of clients & partners here)

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

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?


Also, is there a way to do this in Excel?
Like getting one of my account information through Excel?
Not possible yet?


absaim said: [Q]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?

zangalf said: [Q]Also, is there a way to do this in Excel?
Like getting one of my account information through Excel?
Not possible yet?Not possible & should never be possible. Excel is a multipurpose application for spreadsheets, not a personal finance application. If you want it to do personal finance stuff, you must make your own templates/macros or buy them from others.

If you want to do this on your desktop, get Money or Quicken or an alternative.

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.

since most banks offer a version of Yodlee, do any of the banks offer any EXTRA PERKS (additional insurance, guarantees, etc) to help in case of fraud?

zangalf said: [Q]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.

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

Yodlee is number one in that space. If you want the best, go with yodlee. I have been using yodlee for 5 years now.

Another vote for Yodlee

Does Yodless have an offline version? It gives me so much more peice of mind to keep all my passwords on my own computer rather than giving all my passwords to yodlee.

I'm sure Yodlee has a fine reputation but Yodlee is a big juicy target for security attacks, whereas my little computer is a small obscure unknown target.

I've looked into Yodlee a couple of times and found that they only cover about 1/3 of my online accounts. I've never used them because I figure there's little value in a partially centralized system. If I could view and manage all of my accounts, I would definitely use them.

Netbank has an account aggregation service, and I'm pretty sure it isn't based on Yodlee because it also supports some accounts that Yodlee does not.

does wamu have yodlee?

i'm actually looking for something like this.. i may open an account at BoA just for this reason..

mobilebuddha said: [Q]does wamu have yodlee?

i'm actually looking for something like this.. i may open an account at BoA just for this reason..

NO. WAMU doesn't use Yodlee, but you can use Wamu's accounts in Yodlee.

You can just register for Yodlee, no need to open another account

Here is the link Yodlee

I stopped using yodlee once I realized that their customer serivce is out in India. Well, I dont have a problem with that itself, since most companies now have CS in India, but the problem with yodlee was/is that their CSR had access to my account and my login information. For a financial site, that just freaked me out.
Specifically, my problem was that one of my accounts wasnt updating, and when I contacted their rep, via email, not phone, he attempted to login as me and was able to see the problem.
Guess, you could view it both ways, that the rep could see what was going on, but on the other hand, I was squeamish, since the same rep could possbily add/remove and do who knows what else with my yodlee account.

anyone know if e-bills for bank of america is an extension of yodlee as well. It is listed seperatly on the website than my porfolio... thanks.


AFO said: [Q]I stopped using yodlee once I realized that their customer serivce is out in India. Well, I dont have a problem with that itself, since most companies now have CS in India, but the problem with yodlee was/is that their CSR had access to my account and my login information. For a financial site, that just freaked me out.
Specifically, my problem was that one of my accounts wasnt updating, and when I contacted their rep, via email, not phone, he attempted to login as me and was able to see the problem.
Guess, you could view it both ways, that the rep could see what was going on, but on the other hand, I was squeamish, since the same rep could possbily add/remove and do who knows what else with my yodlee account.

You might want to verify with them if they actually log in AS YOU or are just able to view all your acct info -- there's a difference and perhaps reduced priviledges as well, alongwith their actions being logged and so on -- I'd be paranoid as well but would be interesting if you can find out and post the outcome here.

davelanton said: [Q]I use Compass Bank's flavor of Yodlee which is based on Yodlee's older, and arguably, better, interface.Yes, yes, yes. Use CompassBank...the new Yodlee interface is a piece of junk.

mapen said: [Q]Does Yodless have an offline version? It gives me so much more peice of mind to keep all my passwords on my own computer rather than giving all my passwords to yodlee.

I'm sure Yodlee has a fine reputation but Yodlee is a big juicy target for security attacks, whereas my little computer is a small obscure unknown target.

LOL!
I bet your computer is much less secure then Yodlee's <img src="i/expressions/face-icon-small-happy.gif" border=0> Even if your computer is well protected, can you say the same about your local network? I doubt DSL/Cable/Dial-Up providers have any security guarantees...


robertw477 said: [Q]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?

With Wells Fargo, account aggregation and online billpay are separate. You can do it, but it takes a few extra clicks, and there's no way to automate it.

Ah, here's the pertinent thread! Did a search for Yodlee before my precipitous post that got locked before I could add my Edit and Thanks to someone for raising my consciousness on existence of this thread, but a finger-fault must have obscured my intent in locating Yodlee as a FWF topic. Anyway, glad to see that there is already a discussion about this service. Sounds as if it might be useful. Thanks for this topic. -Zer (slightly less than perfect, but working hard at being IMperfectly human)
---
absaim said: [Q]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.

mbaker4096 said: [Q]davelanton said: [Q]I use Compass Bank's flavor of Yodlee which is based on Yodlee's older, and arguably, better, interface.Yes, yes, yes. Use CompassBank...the new Yodlee interface is a piece of junk.

Does BoA my portfolio use old interface?? Or who knows what others use old interface?

Too bad the Compass Bank version doesn't have Emigrant listed as one of their institutions <img src="i/expressions/face-icon-small-sad.gif" border=0>

Paymon said: [Q]Too bad the Compass Bank version doesn't have Emigrant listed as one of their institutions <img src="i/expressions/face-icon-small-sad.gif" border=0>

Don't worry, yodlee does not have it either <img src="i/expressions/face-icon-small-smile.gif" border=0>

I use Wachovia's One Stop and love it, well except for the current problem with Citibank accounts.


I'd still like the answer to which ones use the old interface? And-- are all of one's accounts insured such as Compass?


I have accts with several banks etc. If I sign up with Yodlee directly or with BoA my portfolio will either do an inquiry or soft pull or just the check inquiry?

Only way to see if Yodlee has more accounts available is to sign up. I like the "card direct" where your creditor or supplier gets paid the same day basically and you use whatever ATM or credit card you want.

Any comments appreciated. Am now using regular BoA bill pay and keep track of stuff in ms money(which I don't care for).

UncleSam said: [Q]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.

Same here - I'm trying to track my annualized returns over a relatively small interval. Neither Quicken nor Money offer the customization I am looking for. Aside from building my own tracker in Excel, does anyone have any experience with some of the more sophisticated financial features that UncleSame described?

Skipping 23 Messages...
phazlehurst - Did you ever do a beta/trial program for the latest version for us FatWallet folks?



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