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by imjared 1954 days ago
Are there other services that allow for such easy import of other account data? I have a handful of investment accounts scattered like Wealthfront and Robinhood and the one-click imports from each service feel really seamless.

I don't like coughing up the few hundred dollars every year but I'm also lucky enough to not have to think about it much other than on whatever weekend afternoon I choose to slog through the endless prompts.

1 comments

Yes. I use tax act which imports my data from most banks and my w-2s from my job. I believe this is a IRS standard protocol to get the data, they don't import from wealthfront, they tell the IRS to give you the wealthfront import data.