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REDDIT

Help choosing an account aggregator

U
Jan 30, 2026 · 16:01

I'm looking for advice about "account aggregators." I've long avoided them because I get a bit paranoid about security, but keeping track of my various retirement and brokerage accounts has become a bit too daunting. I'd love to hear from those who use an aggregator; what are features I should look for and what services have you been happy with? Thanks!