Brokerage Connect

Brokerage Connection Basics

Interactive Brokers Users: Click Here for connection instructions

Stock Rover can connect to your brokerage firm(s) via Yodlee, a trusted cloud based account aggregator. Stock Rover will keep the positions in your Stock Rover portfolios in sync with your brokerage accounts. Connecting your Stock Rover account to your brokerage house(s) is the easiest way to keep your portfolios up to date.

Stock Rover currently has thousands of customer linked accounts and billions of dollars in linked funds. To learn more about how Stock Rover protects your data, click here.

When you connect your Stock Rover account to your brokerage accounts, details for each portfolio are delivered to Stock Rover and updated nightly. And they can be updated by your request at any time from within Stock Rover. The time listed under your brokerage name is the last time Yodlee contacted your brokerage. If you have green check next to your brokerage name then you know the update was successful.

You can fully manage your brokerage connections after they have been added to Stock Rover, including designating which portfolios are linked.

There are two steps in the brokerage connection process. First, you must connect your Stock Rover account to your brokerage house(s), via Yodlee. Once connected, you can map portfolio accounts within a brokerage house to Stock Rover portfolios. You have complete control over which portfolios in your brokerage house are mapped to which Stock Rover portfolios.

You can also unlink individual portfolio accounts while remaining connected to your brokerage house. By default, all the portfolios in any brokerage house to which you connect (per user ID/password) will be added as a linked portfolio in Stock Rover.

Brokerage Connect is available to all Stock Rover users, though different limits apply, based on your plan. Note that Free users have the same limits as Essentials users.

Yodlee Brokerage Search

The information in the following help sections will show you how to connect to brokerage houses, change portfolio linkages, and remove accounts.

Connect to Brokerage House

To connect your Stock Rover account to your brokerage account(s), select ‘Portfolios’ in the left hand grey selector menu under Management. There are three ways to select Brokerage Connection. You can select Brokerage Connect in the grey menu bar on the left, which is appears when you select ‘Portfolios’. You can select ‘Brokerage Connection’ from the Portfolio Links panel in the bottom left hand panel. Or you can select Connect to Brokerage Account from the buttons along the top of the Portfolio Management Window. Both are highlighted below.

Navigation

You will be presented with a window that explains the process of brokerage connection. Uncheck the ‘Show This Window Again’ box if you do not wish to see this information again.

Next, you’ll be shown the Term of Service. After accepting the terms of service, you’ll be connected to the Yodlee interface (shown below), where you’ll be able to search for your brokerage account.

Yodlee Brokerage Search

Note that some of the most common brokerage houses do not always appear at the top of the search results. Find your brokerage in the list of ‘Popular Sites’ (shown in the screenshot above) or consult our list of search terms to find the precise search terms for the most common brokerage houses.

Follow the prompts to enter your account login information. Once the connection has been verified, you will see the Brokerage Connections panel in Stock Rover with your portfolios from the linked account loaded. Below is an example of an brokerage account connection with just one portfolio:

Brokerage Connections

This panel is where you manage your brokerage connections. You can access it anytime by right-clicking a portfolio and clicking ‘Connect to Brokerage Account’ or ‘Manage Brokerage Connection.’

Notice that the panel is organized into a hierarchical format, with the brokerage account at the top and its constituent portfolios below. Click on the gear icon to reveal menu options, such as ‘Refresh.’ As you hover over any individual portfolio, a gear icon appears, which can be clicked for menu options that pertain to that individual portfolio:

Gear Menu Options

Special Note for Connecting to Interactive Brokers

If you would like to connect to Interactive Brokers, we provide an alternate direct feed for this brokerage. Users that are interested in linking to Interactive Brokers should email Interactive Brokers at reportingintegration@interactivebrokers.com. Be sure to include your account number, and request a Stock Rover feed.

Connect to Multiple Accounts

To add accounts from other brokerage houses, click ‘Add Account’ in the top left corner of the Brokerage Connections panel and repeat the process outlined in the Connect to Brokerage House section.

During the trial period, users have the opportunity to connect to multiple brokerage houses. After the trial period is over, free users will only be allowed to connect to two brokerage houses.

Connecting using Multi-Factor Authentication

If your brokerage uses multi-factor authentication, the following must be used when setting up the connection with Stock Rover. And for some brokerages, it will be required for updates.

During the initial set up of the brokerage connection, you should be prompted for the multi factor authentication with either a box to enter a code or a window to answer security questions. This all depends on your MFA configuration with your brokerage.

Some brokerages will automatically update even though multi-factor authentication has been configured, but other brokerages (e.g. Questrade and Paychex) require the texted code to be entered every time it tries to update.

Please follow the steps to force an update and get the window to enter the texted code.

  1. Select Portfolios in the grey menu bar on the left hand side
  2. Select the Portfolio, then click the Manage Brokerage Connection button
  3. Click the gear next to the brokerage and select Edit Credentials, as highlighted in the screenshot below.
  4. Brokerage Gear

  5. Click Update (note you only need to re-enter account info if your password has changed)
  6. Enter texted code or answer security question, then the update to your brokerage should update successfully

Linking Portfolios

By default, the portfolios in your connected brokerage accounts (that is, the portfolios that appear in the Brokerage Connections panel) will be linked to a new portfolio with the legal name of the portfolio as it appears in your brokerage account. To link it to a different portfolio in Stock Rover, click the grey dropdown arrow, circled below, for a ‘Quick Portfolio Link Change’ menu.

quick link menu button

This will reveal a menu of all your Stock Rover portfolios:

quick link menu

Select the one to which you want to link your brokerage portfolio. You can also select ‘Not Linked’ if you don’t want that brokerage portfolio to be linked to a Stock Rover portfolio.

Updating Linked Portfolios

Once linked, a portfolio in Stock Rover can be modified. You can edit several fields in the event that Yodlee does not import the correct info. To learn how to do this, please click on this link.

Remove Brokerage Account

To remove a brokerage account completely from Stock Rover, go to the Brokerage Connections panel and use the gear icon for the option to ‘Remove Account’ as shown below.

remove account

You will be prompted to confirm this action. Once you have removed an account, all Stock Rover portfolios linked to the account will remain intact, but they will no longer be linked to any brokerage and will no longer receive automatic updates.

If you want to remove a single portfolio from your brokerage but not a whole account, hover over that portfolio in the Brokerage Connections panel for a gear icon. Click the gear icon and select ‘Delete.’ You will be prompted to confirm that you wish to delete the portfolio the linked account. The portfolio will still be available in our portfolios list but will not longer be linked and getting updates.

Search Terms

Use the full search terms (in bold) to find these common brokerage houses in the Yodlee interface. If you are having trouble finding your brokerage house, please contact our Support Team.

Charles Schwabhttps://www.schwab.com

E*TRADEhttp://www.fidelity.com

Fidelity Investmentshttp://us.etrade.com

Merrill Lynch Merrill Edgehttp://www.ml.com

T. Rowe Pricehttp://corporate.troweprice.com/ccw/home.do

TD Ameritradehttps://www.tdameritrade.com

Vanguard – Investmentshttps://personal.vanguard.com/us/CorporatePortal

Wells Fargohttp://wellsfargo.com

Troubleshooting Brokerage Connections

  • Brokerages can limit connections from third party applications. For example, Fidelity doesn’t allow access between 9:00 AM – 10:30 AM EST and 3:00 PM – 4:30 PM EST
  • Keep getting a 403-error code. Brokerages are changing their connection code all the time and Yodlee needs to make changes to accommodate these updates. The recommendation is to try the connection again the following day, if it is still a problem contact our support team at support@stockrover.com.
  • My brokerage password has changed. Below are the steps needed to update the password in Stock Rover.
    1. Select Portfolios in the grey menu bar on the left-hand side
    2. Select the Portfolio, then click the Manage Brokerage Connection button
    3. Click the gear next to the brokerage and select Edit Credentials, as highlighted in the screenshot below.
    4. Brokerage Gear

    5. Re-enter account info and then click Update
  • We recommend to never remove your brokerage connection if it starts to fail. This will cause you to lose your historical data. We first recommend trying to force an update, follow the steps to Edit Credentials seen above. If the connection continues to fail, please contact our support team at support@stockrover.com.

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