Wealthfolio Connect
Supported brokerages
Browse the 42+ institutions you can sync with Wealthfolio. Connections are read-only and secured by our partner aggregator.
42 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
- Daily data; delayed holdings
- First sync: 24–48 hours
Trading212
API Token
tastytrade
OAuth
Coinbase
OAuth
Kraken
API Token
- No cost basis for holdings
Wealthsimple
Login Credentials
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
- Mutual fund holdings only
- Last 2 years of transactions only
- Holdings may be delayed by up to 24 hours
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
Edward Jones
OAuth
Citi
OAuth
PNC
OAuth
U.S. Bank
OAuth
CIBC Investor's Edge
Login Credentials
- No transaction history
BMO InvestorLine
Login Credentials
- No transaction history
- Stock and ETF holdings only
Vanguard US
Login Credentials
- 529 account holdings are not supported
- Data updates once daily
- Connections may disconnect frequently
Hargreaves Lansdown
Beta
Login Credentials
- No transaction history
- Data updates once daily
- SMS verification may be required when connecting
National Bank Direct Brokerage
Beta
Login Credentials
- Option holdings and transactions are not supported
- Last 1 year of transactions only
- Data updates once daily
Qtrade Direct Investing
Beta
Login Credentials
- Reconnect to refresh data; automatic background sync is not supported
- SMS verification required on each reconnection
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.
Your broker isn't supported yet? Device sync is. Basic keeps your Wealthfolio data end-to-end encrypted and in sync across your devices, from $2.99/mo.
Connections are powered by SnapTrade, a SOC 2 Type II certified aggregator.