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Re: More than one username with the same CU?
My wife and I each have accounts, and our own logins, at several FIs including US Bank, Chase cards and Fidelity Investments. And I have no trouble with One Step Update downloading txn from each of o…1 -
Re: More than one username with the same CU?
@ralphc, the OP can probably be added to the wife's account as an Authorized user without closing the account in her name. Simpler process.1 -
Re: Can I pay monthly with SimpliFI?
NOTE, however, that Simplifi can NOT import your Q data. You'd need to start from scratch. If you decide to make the switch, I'd suggest that you do so as of 1/1/25 … so that you'd hav…1 -
Re: How best to do a Net Worth Report without including Unrealized Gains?
@Perry Smith How about looking into reports that show Transfers into your various accounts? That would show the amount you're "saving" into your investment accounts, for example.1 -
Re: What was the worst thing you've received while trick-or-treating?
When my niece, who's now a Veterinarian and the mother of teenage twins, was in prep school her family lived in the far distant suburbs of our town. But her school, and her friends, were much cl…1
