How can I connect to my brokerage account?

To connect your Stock Rover account to your brokerage account(s), select ‘Portfolio Tools’ from Start menu in the leftmost panel in Stock Rover, then select Brokerage Connect. Portfolio Tools is the third item in the Collections group.

Once Brokerage Connect is selected it 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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