Pretty much just account linking to get the balances for all my investment accounts and for mortgage (honestly don't care much about checking/savings/credit) an

Pretty much just account linking to get the balances for all my investment accounts and for mortgage (honestly don't care much about checking/savings/credit) and to keep them automatically updated. Don't really care about anything around transactions or finer grained budgeting. like, i imagine there's people that really want that, but it feels like a different (huge) project. I guess I find I get some small value from mint tracking that stuff, I wouldn't be against that being supported (but i wouldn't want it to detract from the main point). i don't think i would use pdf imports. i'm sure some would be fine with that, but it's not worth my time. I probably wouldn't really trust you with my credentials to any of those accounts, like i begrudgingly would for intuit/mint, and i don't know the state of integration apis these days but maybe that, unfortunately, would mean that you'd need to integrate with someone else that I do trust with that (if all the things i cared about allowed me to give you read-only access without sharing passwords, that's fine). getting rsu vesting schedule automatically would be a nice bonus, but at least schwab's handling of this seems pretty much like a second class citizen so wouldn't be surprised if it's rather impossible.