Brokerage Connection Basics

Stock Rover can connect to your brokerage firm(s) via Yodlee, a trusted cloud based account aggregator. Stock Rover will keep the positions in your Stock Rover portfolios in sync with your brokerage accounts. Connecting your Stock Rover account to your brokerage house(s) is the easiest way to keep your portfolios up to date.

When you connect your Stock Rover account to your brokerage accounts, details for each portfolio are delivered to Stock Rover and updated nightly. They are also updated each time you log into Stock Rover. And they can be updated by your request at any time from within Stock Rover.

You can fully manage your brokerage connections after they have been added to Stock Rover, including designating which portfolios are linked.

There are two steps in the brokerage connection process. First, you must connect your Stock Rover account to your brokerage house(s), via Yodlee. Once connected, you can map portfolio accounts within a brokerage house to Stock Rover portfolios. You have complete control over which portfolios in your brokerage house are mapped to which Stock Rover portfolios.

You can also unlink individual portfolio accounts while remaining connected to your brokerage house. By default, all the portfolios in any brokerage house to which you connect (per user ID/password) will be added as a linked portfolio in Stock Rover.

Brokerage Connect is available to all Stock Rover users, though different limits apply, based on your plan. Note that Free users have the same limits as Essentials users.

Yodlee Brokerage Search

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.

The information in the following help sections will show you how to connect to brokerage houses, change portfolio linkages, and remove accounts.


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Connect to Brokerage House