External Accounts and Document Access
Decent application. I like the account graphics and overall organization.
External accounts don’t stay connected for long. I don’t have an issue with that in principle, but when reconnecting external accounts, it takes approximately 1-2 minutes per account and occasionally has issues connecting at all. There is also no way to access full insurance policy documents through the app. Just statements and notices.
External accounts don’t stay connected for long. I don’t have an issue with that in principle, but when reconnecting external accounts, it takes approximately 1-2 minutes per account and occasionally has issues connecting at all. There is also no way to access full insurance policy documents through the app. Just statements and notices.
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Account linking is a mess
When every other app has figured out how to quickly and reliably connect external accounts, it’s actually impressive how bad Northwestern Mutual is at it. Bunch of accounts just won’t connect. Others connect but don’t stay connected. Forcing me to reauthenticate. Still others say they are connected but the data is months old and so clearly not refreshing. Completely undermines the point of the app other than a balance check for assets at NM. Even my NM advisor has to come to me to ask for balances at external accounts so he can do his job properly. Bc his own company’s app does t work.
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Awful account linking
App is pretty good for assets sitting at NM. Good info. Decent insights. Pretty good UX. But total fail if you want to see other accounts and assets at other institutions. Account linking is clunky and unreliable and constantly requires relinking. Duplicate accounts at times. And then there this total nonsensical home value. Last week my house apparently lost 60% value overnight. Anyway. NM clearly isn’t interested in providing a complete view of my financial picture. Maybe this is to encourage me to move all my assets to NM. Having the opposite effect. I’m surprised their network of advisors and brokers arent all over this. They should want to see everything reliably.
Like NM. Hate the app. Let me link my accounts and see it all.
Like NM. Hate the app. Let me link my accounts and see it all.
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