Wealthfolio Connect
Supported brokerages
Browse the 36+ institutions you can sync with Wealthfolio. Connections are read-only and secured by our partner aggregator.
Want details for your broker? See the per-brokerage tracking guides.
36 brokerages
Fidelity US
OAuth
- Data updates once daily (morning ET)
Robinhood
OAuth
Schwab
OAuth
E*Trade
OAuth
Webull US
OAuth
Public
OAuth
Interactive Brokers
API Token
- No transaction history
Trading212
API Token
tastytrade
OAuth
Wealthsimple
Login Credentials
Coinbase
OAuth
Kraken
API Token
- No cost basis for holdings
AJ Bell
Login Credentials
Chase
OAuth
Upstox
OAuth
- No transaction history
Wells Fargo
OAuth
- No transaction history
- Stock holdings only
CommSec
Login Credentials
- No transaction history
Bux
Login Credentials
- No transaction history
Empower
OAuth
- No transaction history
- Mutual fund holdings only
eToro
OAuth
- No transaction history
Moomoo
OAuth
- Buy/Sell transactions only
Questrade
OAuth
Webull Canada
OAuth
TD Direct Investing
Login Credentials
- Last 90 days of transactions only
DEGIRO
Login Credentials
Trading212 Practice
API Token
Zerodha
OAuth
- Buy/Sell transactions only
Alpaca Paper
OAuth
Stake Australia
Login Credentials
Binance
API Token
- No cost basis for holdings
- Buy/Sell transactions only
Transamerica
OAuth
TIAA
OAuth
- No transaction history
Edward Jones
OAuth
Citi
OAuth
PNC
OAuth
U.S. Bank
OAuth
Don't see your brokerage?
We're always adding more institutions. Let us know which broker you'd like to see and we'll prioritize it.
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