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Thanks for the feedback, this is in the works. For the second issue, we are planning to push out additional financial institution support in the near future eve

by jonxu 16y ago

Thanks for the feedback, this is in the works. For the second issue, we are planning to push out additional financial institution support in the near future even with the current download method. For the first, you're right that entering manually or even uploading from a standard file format (e.g. csv) will help reduce friction. -Jon

cperciva 16y ago
we are planning to push out additional financial institution support in the near future even with the current download method You're never going to cover everything. Also keep in mind that even if you're targetting US users, you're going to have non-US users -- who have non-US investment accounts, and often e.g., pension plans which don't have online access at all.
- jonxu 16y ago
  Point taken. Manual entry is definitely a proper catch-all. The Yodlee service gets pretty close, although perhaps not as wide reach internationally (I believe they support some banks in India) or pensions.