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.
Stock Rover currently has thousands of customer linked accounts and billions of dollars in linked funds. To learn more about how Stock Rover protects your data, click here.
When you connect your Stock Rover account to your brokerage accounts, details for each portfolio are delivered to Stock Rover and updated nightly. And they can be updated by your request at any time from within Stock Rover. The time listed under your brokerage name is the last time Yodlee contacted your brokerage. If you have green check next to your brokerage name then you know the update was successful.
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.
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 firstname.lastname@example.org. 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.