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 above.

During the beta period, Basic users have the opportunity to connect to unlimited brokerage houses completely free. After the beta period is over, Basic users will be limited to a single brokerage house. Premium users will be able to stay connected to multiple brokerages.

Connect to Brokerage House Linking Portfolios