Investment accounts - looking for a new place to have my brokerage account / IRAs. I need a place that allows me to aggregate all my accounts, see a total portfolio overview, compare funds, etc. It looks like TD Ameritrade uses a lot of Morningstar tools, so that's helpful. I was looking at Fidelity, but it doesn't look like they offer a tool to compare two funds and see any overlap in holdings, which is silly.
Although it looks like TD Ameritrade requires a separate log-in and password for each individual account, which is even sillier. Is that true?
Yes, but you can link them so you only log in to the "master" account. I think it works well and has no commission on a lot of Vanguard ETFs (but not VOO). I haven't looked into like Robinhood or other no fee apps though. I don't use any of the tools so can't speak to those, just buy my allocated amount for each ETF. It is owned by the RIcketts family for whatever that's worth.
Depending on your income level, I like CapitalOne for my Roth IRAs because you can buy partial shares using sharebuilder so money doesn't get "trapped" in cash in the IRA.
It sounds like Personal Capital might be helpful for some of the items in your first paragraph.