Kinda like Merrill’s Yoddlee, but better promises, and a more “Stubs” for other accounts. So, of course, I played with it.
It took me about 90 minutes to find a flaw that you can work around.
Vangard shows a joint account in both spouses view. Thus Fidelity doubl counts the entry. Thus overstating the holdings. There’s no way to partially exclude something it discovers.
Interesting.
I think you’d only find that IF you took feedback from real world users (They don’t. Tsk,tsk, shame, shame) or you had a crackerjack team.
Sigh.Will I ever find stuff I can’t break.
Reinke Faces Life 