Connecting your brokerage and crypto accounts

Connections run through SnapTrade, a regulated aggregation provider that supports most major US brokerages plus crypto accounts like Coinbase. You authenticate directly with your broker — we never see or store your brokerage password.

1. 1

   Open the connect wizard

   From My portfolio, choose Connect account and pick your institution from the list.

2. 2

   Log in at your broker

   You're handed to your broker's own login and, where required, its two-factor prompt.

3. 3

   Approve access

   The connection starts read-only: positions, balances, cost basis and history. Trading is a separate, explicit authorisation.

4. 4

   Wait for the first sync

   Positions usually appear within a minute or two. The sync indicator tells you when it finished.

What we can and can't do

• We can read positions, cash, cost basis, balances and history so the tools can analyse them.
• We cannot move, withdraw or transfer money — ever, on any connection type.
• We cannot place trades until you separately authorise trading on that specific account.
• You can disconnect an account at any time from the portfolio page, which stops all syncing.

If holdings don't appear

• Force a refresh from the sync indicator — some brokers only publish positions on a delay.
• Check that the account you linked is the one holding the positions; joint, IRA and individual accounts link separately.
• Crypto exchange balances land in the Crypto section rather than the equity holdings table.
• If the link shows an error, reconnect it from the same wizard — expired broker credentials are the usual cause.