Brokerage connect can be accessed in the Start Menu on the left hand side under Portfolio Tools as seen below.
After accessing Brokerage Connect you will be presented the Terms 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.
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 ‘Most 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 a brokerage account connection with just one portfolio:
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:
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 email@example.com. Be sure to include your Interactive Brokers account number, and request a Stock Rover feed.
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 Schwab — https://www.schwab.com
E*TRADE — http://us.etrade.com
Fidelity Investments — http://www.fidelity.com
Merrill Lynch Merrill Edge — http://www.ml.com
T. Rowe Price — https://www.troweprice.com/corporate/us/en/home.html
TD Ameritrade — https://www.tdameritrade.com
Vanguard – Investments — https://personal.vanguard.com/us/CorporatePortal
Wells Fargo — http://wellsfargo.com
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 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.
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.