It’s been awhile since I posted about my experiences with Mint.com. Here is an update.
True to his word, Stephen (Director of Customer Advocacy at Mint.com) pushed my request up the queue and I received a rather generic email response 5 days later from a representative of Mint.com. It was not good news.
Thank you for contacting Mint.com.
Note: Mint would like to apologize for the delay in responding to some customer inquiries in a timely manner as we’re experiencing high email volumes right now. But rest assured that we’ll answer all your queries, requests and issues as soon as possible. Thank you.
Note: I am sending this because we only support the investments at this time.
While Mint’s provider does a solid job at capturing many account types for many financial institutions, there will be times when one or the other may not be supported from the single login. We’re gathering data on this information & will attempt to get them added via our provider. Mint can’t provide an ETA for this, unfortunately, and we don’t know if we will be able to resolve it with your particular bank.”
I replied, thanking them for their response and asked what was preventing Verity from participating. I asked her to advise me on how I could help. I haven’t heard anything back yet.
In regards to the “we only support the investments at this time”– this represents a small segment of our membership that signed up for ShareBuilder investment accounts online– not our investment accounts opened though our on-site investment advisors. Since its purchase by ING more than a year ago, we no longer have a relationship with Sharebuilder as they dissolved all their partnerships with their credit union clients once they were absorbed by ING.
I know we are probably one of thousands of financial institutions vying for their attention. So all we can do is keep asking– and consider alternatives. In his Netbanker blog, Jim Brune announced that there were several online financial management tools to be featured in the annual Finovate event. So, if Mint.com can’t accommodate us, maybe one of these services will.
Here are some other online PFMs worth checking out– they all claim to offer personal financial tools, but you’ll soon see that some are more feature heavy than others. Truth be told, I’m still learning about them myself and can’t personally endorse one over another. And some of them are very new to the market and may still be in beta. It really comes down to what you are looking for and what kind of feature set will help you make financial decisions in a way that makes you comfortable.
If you are not ready to give up on Mint.com (and I’m not otherwise I wouldn’t be writing this post), I suggest you make your desire known by filling out a request form on their site to add Verity Credit Union. I’m curious to see how many members do this, so if you don’t mind, please post a copy of your request here in the comments section, too. After all, their Director of Customer Advocacy saw my last post. He may be inclined to respond again.
So, the journey continues.
The only thing I have to show for it is this, courtesy of my colleague, Stephanie, who is my counterpart at ATB Financial in Canada. She read my post and gave me the coveted tin of mints you see below when I saw her at BarCampBankBC in September. She said that this was the closest she could come to getting me my Mint “and they taste like the ones you get at Starbucks!”
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