Link all your investment accounts in minutes and manage your entire portfolio in one place. No manual updates—just effortless tracking and insights.
No more switching between platforms to see your full portfolio. Link your broker accounts to consolidate all your investments into a single, easy-to-use dashboard for a complete financial picture.
Getting started is simple—select your broker, log in securely, and watch your portfolio update automatically. Say goodbye to manual data entry and enjoy seamless syncing across all your accounts.
Our integration process is built with the highest security standards to ensure your financial data stays protected. Enjoy peace of mind knowing your accounts are safe.