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Thanks for responding! I have the same issue with having multiple brokerage accounts. I haven’t signed up for Personal Capital because I read that they try to

Thanks for responding! I have the same issue with having multiple brokerage accounts. I haven’t signed up for Personal Capital because I read that they try to upsell you on wealth management services by phone periodically, plus I am uncomfortable giving my brokerage login credentials to them (or any other third-party service). So I was wondering if you were in the same boat!

cecilpl2 5y ago
Yeah I was definitely uncomfortable about giving brokerage logic credentials to anyone. Some brokerages can give you a read-only API key you can supply to an app, which is nice for systems like this. Maybe see if yours do that? Wealthica is a Personal Capital competitor. Maybe take a look at them?
- BadCookie 5y ago
  I’ll check them out, thanks.