Linking accounts to local bank [View all]

I have several accounts - brokerage with IRAs and taxable account, two credit unions. credit cards, and local bank. It is becoming a little difficult to visualize everything for financial planning.

What is your opinion about linking my accounts. I'm thinking to my local bank.

I am not talking EFT for transfer purposes back and forth - I have those already set up - just balances.

From what I have read it is safe - the local bank is using MX Technologies for the connection.