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.
