To connect your Stock Rover account to your brokerage account(s), select ‘Brokerage Connect’ in the left hand grey selector menu under Portfolio Tools. You can also right-click any portfolio and select ‘Connect to Brokerage Account’. Both methods are shown below. Note that brokerage integration is not available in the mobile interface; you must be logged on to the desktop UI to access the following actions.
Selection from the left hand grey selector menu.
Selection from the Navigation menu.
You will be presented with a window that explains the process of brokerage connection. Uncheck the ‘Show This Window Again’ box if you do not wish to see this information again.
Next, you’ll be shown the Term of Service. After accepting the terms of service, you’ll be connected to the Yodlee interface (shown below), where you’ll be able to search for your brokerage account.
Note that some of the most common brokerage houses do not always appear at the top of the search results. Find your brokerage in the list of ‘Popular Sites’ (shown in the screenshot above) or consult our list of search terms to find the precise search terms for the most common brokerage houses.
Follow the prompts to enter your account login information. Once the connection has been verified, you will see the Brokerage Connections panel in Stock Rover with your portfolios from the linked account loaded. Below is an example of an brokerage account connection with just one portfolio:
This panel is where you manage your brokerage connections. You can access it anytime by clicking ‘Brokerage Connect’ in the grey selector menu or by right-clicking a portfolio and clicking ‘Connect to Brokerage Account’ or ‘Manage Brokerage Connection.’ Both of these methods are shown in screenshots above.
Notice that the panel is organized into a hierarchical format, with the brokerage account at the top and its constituent portfolios below. Click on the gear icon to reveal menu options, such as ‘Refresh.’ As you hover over any individual portfolio, a gear icon appears, which can be clicked for menu options that pertain to that individual portfolio: