Keep all of your investment accounts and use Mezzi's personalized steps to save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation.
At Mezzi, your privacy and the security of your data are paramount to us. With an ad-free experience, you can trust that your data remains exclusively yours — we will never sell it to third parties, today or ever. We don't store your login details, and access to your accounts is limited to read-only.
Our paid plan allows us to build the best product for you, while keeping all of our data private.
I've been looking for a better alternative for investing than Personal Capital. Mezzi actually helps me make smarter decisions with my portfolio rather than just trying to sell me on financial advisory services.
With my brokerage account it's hard to find my trades and see what was a good decision and what wasn't and to understand the tax impact. Mezzi helps me evaluate my trades and avoid unnecessary taxes.
I manage the same investment strategy across 14 different taxable and retirement accounts for my family. Mezzi helps me stick to my investment strategy across accounts, saving me hours each month.
Mezzi makes it so much easier to avoid wash sales across multiple investment accounts. The Mezzi subscription is a no brainer considering how much it's going to help me save on taxes.