Best all-in-one banking app recommendations?
Hi everyone! I currently have Wealthfront as my main all-in-one banking app. I’m a simplistic person, so having everything in one place is kinda nice to me honestly. I do like Wealthfront in the sense that I have my HYSA, checking, Roth IRA, brokerage account, and an automated bond ladder all-in-one. I like that you can link your external accounts as well as liabilities like your credit cards to basically see everything in front of you when it comes to your finances.
Where I am having a bit of trouble is, I don’t know… Wealthfront is great but there are some inconveniences to it. There are no cash deposits really, for investing there are no fractional shares so your %’s may be off from what you want, sometimes when I try to link certain accounts the Plaid connection just never works or I will suddenly lose them here and there.
If I can’t find anything similar, that’s okay with me. Obviously I can see my qualms with the platform are not necessarily major, but I just wanted to see what other people recommended for an all-in-one banking app. My priorities are HYSA/checking accounts + investing accounts, and having the ability to link external accounts to see everything. Cash deposits would be a plus. If I have to separate my stuff onto more than one platform then that is okay if you want to recommend separate ones as well. But I would like to stick with an all-in-one experience.
Thank you very much!