We support these brokers:
  • TD Ameritrade Inc.
  • Fidelity
  • Vanguard
  • E*TRADE
  • Charles Schwab
  • Merrill Lynch Merrill Edge
  • thinkorswim
  • Wells Fargo Advisors
  • Morgan Stanley Online
  • TD Waterhouse (Canada)
  • T-Rowe Price
  • Ameriprise Financial
  • Siebert
  • Edward Jones
  • TD Ameritrade Advisor Client
  • Questrade
  • Scotiabank (Canada)
  • RBC Direct Investing (Canada)
  • Evertrade Direct Brokerage
  • T-Rowe Price (Retirement Plan Services)
  • UBS Wealth Management – Bank
  • UBS Wealth Management
  • BMO Financial Group (InvestorLine) (Canada)
  • Merrill Lynch MyMerrill
  • Raymond James
  • Investor Connect
  • Merrill Lynch Benefits Online
  • LPL Financial
  • Pershing Investments
  • Pershing Advisors

If you do not see your broker in this list and you would like to find out if we will support it, please send us an email at [email protected]

NOTE: Adding a broker to our synchronization process is a complex and lengthy process. In addition, not all brokers allow third parties to access their clients’ information.

At this time there are a few popular brokers that we are not able to support. They include:

  • OptionsHouse
  • Ally Financial (formerly TradeKing)

We are looking into alternative ways of synchronizing with these brokers, so may be able to support them some time in the future.

Synchronization