How can I connect to my brokerage account?

You can start by finding ‘Brokerage Connect’ under Portfolio Tools in the left hand grey selector menu. This will guide you through the process of connecting to your brokerage account(s) and linking portfolios.

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.

For further information and instructions, see our Brokerage Connect Help documentation.


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