Beststash
Full time employment: Posting here.
- Joined
- Nov 8, 2003
- Messages
- 582
What is your opinion about linking your various account to one location?
In the past I used Fidelity FullView to do this but it has been over a decade since I updated the info and when I check today no longer there.
Like most people I have several institutions involved with my finances. I have been keeping the info on a spreadsheet but it is time-consuming and not really the ideal situation.
I've been considering linking everything - brokerage,IRAs, credit unions, credit cards, etc. to my local bank. I played a little with Fidelity but they didn't seem to be able to connect to Penfed unless I do it manually and the local bank can do so easily The bank uses what they call MX Technology.
So is there risk to this. Is this putting too much info out there?
I'm not talking setting up EFTs for transfers - I have already done that - the way I understand it this is just for balances - what I do on my spreadsheet but automatically updates.
Any opinions or has this been discussed already?
In the past I used Fidelity FullView to do this but it has been over a decade since I updated the info and when I check today no longer there.
Like most people I have several institutions involved with my finances. I have been keeping the info on a spreadsheet but it is time-consuming and not really the ideal situation.
I've been considering linking everything - brokerage,IRAs, credit unions, credit cards, etc. to my local bank. I played a little with Fidelity but they didn't seem to be able to connect to Penfed unless I do it manually and the local bank can do so easily The bank uses what they call MX Technology.
So is there risk to this. Is this putting too much info out there?
I'm not talking setting up EFTs for transfers - I have already done that - the way I understand it this is just for balances - what I do on my spreadsheet but automatically updates.
Any opinions or has this been discussed already?