Hello, I am looking for a tool to help me keep my banking and investments in one place. Are there any recommendations? I have been looking at Monarch.
Thanks
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Almost every broker has some version of this. So instead of offering something I like, I’ll start with Vanguard as one NOT to use.
Be sure that you understand the difference between account linking (and data security concerns) with a snapshot view (automatic, with no rights).
Fidelity
Schwab
Think or Swim
Excel (DIY MS platform with streaming quotes built in)
All have pro/con
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