Contents
Brokerage Connect can be accessed in the Start Menu on the left-hand side under Portfolio Tools, as shown below.
Upon accessing Brokerage Connect, you will be presented with the Terms of Service. Once accepted, you will be directed to the Yodlee interface (shown below), where you can search for your specific brokerage firm.
Note that some popular brokerage houses may not appear at the top of the search results. You can find your brokerage in the ‘Most Popular Sites’ list or consult our list of search terms to find the precise name required for the Yodlee interface.
Follow the prompts to enter your account credentials. Once verified, the Brokerage Connections panel will appear in Stock Rover with your linked portfolios loaded. Below is an example of a successful connection showing a single portfolio:
This panel is your hub for managing connections. You can return to it at any time by right-clicking a portfolio and selecting ‘Connect to Brokerage Account’ or ‘Manage Brokerage Connection.’
The panel uses a hierarchical format: the brokerage account is at the top level, with constituent portfolios listed below. Click the gear icon next to the brokerage name to reveal global options like ‘Refresh.’ As you hover over an individual portfolio, a specific gear icon will appear for menu options related only to that portfolio.
For Interactive Brokers, we provide an alternate direct feed. To link these accounts, please email Interactive Brokers at reportingintegration@interactivebrokers.com. Include your account number and explicitly request a Stock Rover feed.
If you have difficulty finding your firm, use these precise search terms (in bold) within the Yodlee interface. For further assistance, contact our Support Team.
During initial setup, you may be prompted to enter a security code or answer security questions depending on your brokerage’s MFA settings. While some brokerages allow for persistent updates, others require a fresh code for every sync.
To force an update and trigger a new MFA prompt, follow these steps:
To link additional brokerage firms, 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, you may connect to a multiple accounts; however, after the trial, Free users are limited to two active brokerage connections.
