My business accounting software used Yoodle to "sync" accounts, and this week it stopped interfacing with my bank. I've seen some other gripes about this online. Here are the banks that offer direct feeds without the need to use Yoodle:
BoA
BMO Harris
Chase
Wells Fargo
Citibank
I'd prefer to consolidate all banking at one of these banks. With the exception of Citi, they all have branches in the area. Our investments are at Vanguard, and I have a credit card at BoA. I don't want to move our investments, but I'd consider moving our emergency fund over to a brokerage if it's worth it. Here's what I am looking for:
1. low to no fees, and no foreign transaction fees would be a big plus
2. lower minimum balances for the business account (some places require 20-50k)
3. quick transfers between accounts
4. decent customer service
5. a brokerage sweep account that is an MMF? (is that a think with any of the mega banks?)
Any input on which of these too big to fail banks is the least evil would be great!
BoA
BMO Harris
Chase
Wells Fargo
Citibank
I'd prefer to consolidate all banking at one of these banks. With the exception of Citi, they all have branches in the area. Our investments are at Vanguard, and I have a credit card at BoA. I don't want to move our investments, but I'd consider moving our emergency fund over to a brokerage if it's worth it. Here's what I am looking for:
1. low to no fees, and no foreign transaction fees would be a big plus
2. lower minimum balances for the business account (some places require 20-50k)
3. quick transfers between accounts
4. decent customer service
5. a brokerage sweep account that is an MMF? (is that a think with any of the mega banks?)
Any input on which of these too big to fail banks is the least evil would be great!
Statistics: Posted by SeattleLaw — Mon Jan 08, 2024 1:57 pm — Replies 5 — Views 279