How to Consolidate Multiple Investment Accounts
If you have investments spread across multiple brokers, banks, and retirement accounts, getting a complete picture of your portfolio can be challenging.
The Consolidation Challenge
Common scenarios:
- Brokerage at Fidelity + IRA at Vanguard
- US accounts + Swiss private bank
- Personal accounts + employer 401k
- Multiple family member accounts
Manual vs Automated Consolidation
Manual Approach
- Download each statement
- Enter data into spreadsheet
- Update formulas for totals
- Repeat monthly
Time required: 2-4 hours per month
Automated with BOFFO
- Upload all statements at once
- Automatic extraction and consolidation
- Unified dashboard view
- Export combined report
Time required: 5 minutes
Getting Started
- Gather statements from all accounts
- Upload to BOFFO
- Review consolidated view
- Set up recurring imports