How can I view all my brokerage accounts at once?

January 16, 2008 10:23 AM

Are there any websites which will access several different online brokerage/401k accounts and display the information all in one place?

Despite the privacy concerns, I like websites/programs like Mint and Wesabe, which will access your banking and credit accounts and display the information in a centralized location, with other tools which are useful to the management of these accounts. I would love to have a similar service which I could easily, over the web, see all my brokerage and 401k accounts. I've tried just putting the holdings into Google Finance and other similar tools, but because of the way dividends are paid and mutual funds are constantly revalued, and because one of my 401k accounts is being actively paid into, the holdings and amounts are never accurate. Does any website do this, preferably for free? Security and privacy are important, but I could put up with there being ads on teh site.

posted by iknowizbirfmark to work & money (6 comments total)

you might want to check out: yodlee
posted by dpx.mfx at 10:26 AM on January 16, 2008

Second yodlee. It's free and I have my 401k and brokerage accounts there. The graphs are not spectacular, but the balances are always completely correct. All of the dividends, automatic contributions, and trades show up as transactions as well.
posted by burnmp3s at 10:29 AM on January 16, 2008

Fidelity also partners with Yodlee to deliver their "Full View" which allows you to see Fidelity and non-Fidelity accounts (including bank accounts, frequent flier accounts, credit cards, email, etc.).
posted by cocoagirl at 12:42 PM on January 16, 2008

Yodlee seems to work pretty well (I think that I recall that it is the backend for Mint, but I could be wrong), but my two company-associated 401ks don't seem to make it into their. I can see the banks they are affiliated with, but only credit card accounts are accessible, not investments. And the manual option seems to only let you enter a balance manually. I suppose it is a bit optimistic to think that I will find a service that this that will get info from a rather proprietary 401k account setup, even if it is with a major bank/401k administrator.
posted by iknowizbirfmark at 1:15 PM on January 16, 2008

Cake Financial perhaps. I cannot see on their site that they use Yodlee for their data, but it is possible.

You can also ask Yodlee to add your financial institutions (in the Yodlee forum)
posted by misterbrandt at 4:10 PM on January 16, 2008

My understanding is that Mint and Wesabe will both be adding brokerage support soon, so if you're currently using one (or both) of those and you like it (them), you might want to hold on and see if their offering covers your needs.

For some reason, "February" is sticking in my mind as a tentative rollout date for those enhancements, but it's quite possible I made that up.
posted by Alt F4 at 10:15 AM on January 17, 2008