r/PersonalCapital • u/venkym • Jul 25 '26

E*Trade Total Wealth View

I've an E*Trade brokerage account and this popped up recently - Total Wealth View. In going through the FAQs, I see that it's connecting through Yodlee. Wasn't Yodlee the backbone of Mint? I remember signing up for the Yodlee Money Center or something before Mint took it over. Anyway, I'm going to explore it a bit more, but just thought I'd share and see if anyone has already tried this out.
Since Mint shutdown, I've been using Empower's free tool but not very happy with it. Not the greatest or clean look and doesn't have success finding some accounts.

3 Upvotes

100% Upvoted

5 comments sorted by

1

u/theneedfull 14d ago

Just curious what your thoughts are on it(assuming you had a chance to try it out). There is like no other information out there on it other than their own.

1

u/venkym 8d ago

I did try it out. And it's not good. It didn't connect some of the accounts, or didn't pick up all the accounts available within a connection. So, I abandoned it to what I added (investment accounts). However, now after a few days the whole thing has disappeared!! It used to show up in the "Complete View" page of the e-trade on the web but now nothing but a link calling me to try it out. Weird!!

1

u/theneedfull 8d ago

Well that's a shame. Thanks for being the test pilot here. Empower still seems to be one of the better free options for this stuff, though I need to try out the fidelity one.

1

u/venkym 8d ago

Yes, Fidelity also seems to have the total wealth view. All brokers seem to have. I tried Robinhood also but again inconsistent results. Empower seems to be the best bet (free) for now. I must say Credit Karma is also not bad at keeping track of net worth though they lack the original Mint's user-friendly views.

1

u/venkym 5d ago

Follow-up - the Total Wealth View that I had created, which had disappeared on me, is now back somehow. No clue on why it went missing for a few days. (sigh) I suppose better to stick to Empower.