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When I try to link more than one account from the same bank, one of them disappears!

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10 comments

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    Menghan Wang

    This restriction makes NerdWallet useless to me. My husband and I have our own individual account at the same banks, but only one can be linked. The dashboard with a single account makes no sense as we plan our finance on a family basis. 

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    Sam Wagner

    I completely agree with this one... I understand that it's a limitation with Plaid but using a separate Plaid account could technically add another account from the same bank, however it never actually completes the process on the Nerdwallet side. 

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    Jose J. Prats

    This is a showstopper for me. I was coming over from Mint. My wife and I have separate Amazon credit cards at Chase. And separate 401K at same institution. We won't be able to see our net worth and our monthly spend without linking both sets of accounts. 

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    Ning

    Agree, this is totally a showstopper. As I was about to switch from mint to nerdwallet, this is the single biggest issue as I have been the one who is managing all our family finance accounts.

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    Rajinder Singh

    This is a show-stopper for me. I just signed up for Nerdwallet. I was using Mint for 15-20 years. It is too bad that we cannot have more than 1 account from the same institution. My wife and I have our roll over IRAs in vanguard. We can only add 1 which is a deal breaker.

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    Jimmy Kerrigan

    Welp, this will stop my transition from Mint. Oh well.

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    Kevin Wilson

    Unfortunately, I already transferred my data/transactions from Mint before realizing I could not add multiple accounts. My wife and I have multiple credit cards (AMEX, Chase, Discover, etc.), as well as multiple investments/brokerage accounts with individual logins making it impossible to see our family finances in a single dashboard. If you can't figure out the security to make this work, at least allow us to manually enter stuff to keep a general high-level view of our finances.

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    Sam Wagner

    You can try using multiple plaid phone numbers... It didn't work for me with chase but I've had luck doing that with other such services.

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    Zachary Leonard

    This is ridiculous. This restriction prevents my wife and I from linking our student loans that happen to exist at the same servicer... The interface and functionality of NerdWallet is great, but I can't migrate here from Mint if I can't link all my wife and I's accounts.

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    Kirk D Wilson

    That is absolutely awful! That was the whole reason I was moving to NerdWallet. My wife and I have separate accounts at the same bank. We loved Mint but it is shutting down and they make you switch to CreditKarma. It is difficult, but possible, to add more than one login to the same bank in Credit Karma but I don't like its interface. I was hoping that NerdWallet would be a replacement for Mint. Now I don't know who to use but I guess it won't be NerdWallet.

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