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johto said:yep, i switched and updated fine. just be sure your password is going in the asterisk-ed field and you'll be good. thx corn! Doh, you're right. I had added ED twice and I was still looking at the first instance that had the error - the second instance with the flipped info was ok!


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Why is it that investment prices seem to come from the broker instead of the market? E.g., my prices only seem to update when I refresh the account. I would think knowing quantity and ticker should be enough?? Maybe you could "fall back" on data from the broker if the ticker isn't recognized. And show it with an asterisk or something.


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Hi,

Could you consider adding following accounts:

- Metlife Bank (www.metlifebank.com)
- World Omni Financial Corp. (http://www.worldomni.com/) - car loans

And following sites stopped updating for about a month:
- Chase PerfectCard Platinum MasterCard
- GM Card

Thanks

Message edited by: vishalp on 2005-08-23 13:30:56 CDT
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johto said:Why is it that investment prices seem to come from the broker instead of the market? E.g., my prices only seem to update when I refresh the account. I would think knowing quantity and ticker should be enough?? Maybe you could "fall back" on data from the broker if the ticker isn't recognized. And show it with an asterisk or something. I think asking Yodlee to "understand" the symbols rather than simply copy/present/total would require a whole different level of software. There are a lot of different things people can have in their trading accounts besides stocks: options, futures, currencies - asking Yodlee to be able to fetch market prices (rather than using what is displayed on the brokerage web interface) is probably not a road they want to go down.


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winter said:johto said:Why is it that investment prices seem to come from the broker instead of the market? E.g., my prices only seem to update when I refresh the account. I would think knowing quantity and ticker should be enough?? Maybe you could "fall back" on data from the broker if the ticker isn't recognized. And show it with an asterisk or something. I think asking Yodlee to "understand" the symbols rather than simply copy/present/total would require a whole different level of software. There are a lot of different things people can have in their trading accounts besides stocks: options, futures, currencies - asking Yodlee to be able to fetch market prices (rather than using what is displayed on the brokerage web interface) is probably not a road they want to go down.

they're already breaking tickers/symbols out (they're in their own column in a table). and 'Change (Amt)' is always n/a for me. but... fine points.


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Requests for new services

Loans:
CFS-SunTech Servicing (http://suntech.cfsloans.com)
Mazda American Credit (http://www.mazdacredit.com)
UHEAA OneLink Borrower Portal (http://www.uheaa.org/)

Payment Services:
MBNA Bill Pay Choice (http://www.mbnanetaccess.com)

Rewards:
MBNA WorldPoints (http://wwwn.mbnaworldpoints.com)
Choice Privileges (http://www.choicehotels.com)


Services that are not currently working for me

Loans:
Pentagon Federal Credit Union - Loans (http://www.penfed.org)


THANKS!

Message edited by: falcontx on 2005-08-23 13:41:39 CDT
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I interned at Yodlee in 2000, and have a green sheet of paper proclaiming me owner of 400 mighty shares. I believe I signed some reverse split form a couple years later, but I've since moved and haven't heard anything from the firms. Am I still in the game?


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Emigrant Direct account addition is available but looks like it is a work in progress:

- User id is displaying as asterisks, asks for confirmation twice whereas password is showing the actual text and it is asked only once
- After entering it, the connection is being established to ED

Here are a couple of additional accounts to consider adding to Yodlee:

- UPromise College fund (529) fund available from www.upromise.com (College saving rebate plan)
- I have a company stock plan (ESPP) with Etrade ... they create a stock plan and brokerage account with the same account number. So yodlee downloads only one of them ... i.e. the brokerage account which is usually empty

Suggestions for interface changes:

- Nice customizable left-frame menus/Tab interface ... it is very clumsy now the way it is
- Add more analysis capabilities (Asset allocation, projection)
- Budgeting / Planning
- Morning star or other reports integrated
- Basically stuff that quicken has but all online

Will be willing to pay $10 per month including bill pay if it is half as good as quicken and all the stuff online

Love Yodlee ... been a loyal customer for 4+ years. Glad to see that you guys are finally starting to listen to customers ..... (what a concept!)


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I am using Chase OnlinePlus, but my Chase Credit card always show error!


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All my chase accounts (2 different CC accounts and one bank account) haven't been updated in 3 weeks.


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I am using Chase OnlinePlus, but my Chase Credit card always show error!


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Maybe I'm dreaming but it would be nice if you would add this bank:

MSU FCU www.msufcu.org

They are pretty big in my area.


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CornHusker said:jlgrandam said:Thanks for adding Emigrant Direct so quickly but I am getting "login info incorrect" even though it is correct.

I think the ID field and Password field are flipped...


Sorry about that. We are working on this in realtime. Will advise when it is "flipped" back. For consumers that have already figured out that it is flipped, don't worry, you won't have to do/change anything.

tx

P


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I third the interactive brokers suggestion -- you guys are doing a great job overall, but moneyHQ already has interactive brokers integrated... that of course may just be a reflection of different priorities overall...

Message edited by: grrarrgh on 2005-08-23 14:34:40 CDT
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coolpizza said:I am using Chase OnlinePlus, but my Chase Credit card always show error!

Hi, hopefully Chase will be back online early next week.

tx

P


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How does Yodlee compair to BofA's portfolio? Sounds pretty similar.


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Yodlee is great overall ans thanx for posting here at FW.
When creating an account, there should be a nickname field as well.


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I just started using the OnCenter as I was using Citibank MyAccounts and they are stopping the aggregation in September.

I have a few suggestions / comments/ questions:

1. On the citibank site, For SprintPCS I was able to see my minutes used and remaining.
2. On the citibank site, my minimum payment and due date was displayed with the account. Now, it is under bill reminders. But there is no way of knowing if I made the payment or not (On the citibank site, the min payment changed to zero)
3. Available credit was available under citibank but not under the OnCenter.
4. Can you add Neteller?

Thanks
(edit - added #4)

Message edited by: louisw on 2005-08-23 15:59:56 CDT
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One minor irritation I've always had is that it treats paypal only as a payment service, but its also a bank account, with a balance that is invested in a money market. The balance is not reported in Yodlee or counted towards net worth (or maybe mine isn't setup right?)

Also - I added Emigrant Direct - I checked, and rechecked, then checked again that my username and password provided to Yodlee are correct, but it says the credentials provided are incorrect and auto-login does not work. I can log in just fine manually.

Message edited by: MarketVViz on 2005-08-23 16:50:08 CDT
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How about adding Mutualofamerica.com?

Message edited by: stingyboy on 2005-08-23 16:42:12 CDT
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