Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Hargreaves Lansdown.
United Kingdom
Track your Hargreaves Lansdown portfolio with Wealthfolio
Bring your eligible Hargreaves Lansdown accounts into Wealthfolio. Keep supported stock holdings and cash alongside your other investments using Holding Snapshots.
Brokerage sync is included in Wealthfolio Connect Essentials, from $7.99/mo. How Connect works
From your Hargreaves Lansdown account to your whole investment picture
Keep your portfolio current
Keep supported balances, holdings, and activities up to date using the refresh options available for this connection.
Bring institutions together
See Hargreaves Lansdown alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Hargreaves Lansdown
- Available data
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- Stock holdings with cash balances and total account value
- Eligible accounts
- Eligible Hargreaves Lansdown basic trading accounts returned during connection setup.
- Available history
- Past transactions are not available through this connection.
- Updates
- Hargreaves Lansdown provides source data daily. Use Sync now to retrieve the available data while the connection is active; this is not an intraday feed.
How to connect Hargreaves Lansdown
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
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Choose Hargreaves Lansdown in Wealthfolio Connect and open SnapTrade's secure connection window.
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Review the terms and check that the browser is on SnapTrade's website.
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Have your online username, date of birth, online password, and six-digit Secure Number ready, and enter the requested details in the connection window.
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Complete SMS verification if requested, then return to Wealthfolio and review the supported holdings and balances.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the Hargreaves Lansdown sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- SnapTrade currently lists the Hargreaves Lansdown connection as beta.
- Hargreaves Lansdown connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity.
- Hargreaves Lansdown provides source data once daily. Sync now retrieves the available data, but does not turn it into an intraday feed.
- SMS verification may be required when connecting
If activity history is limited, you can still use Wealthfolio's Holding Snapshots mode to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.
Frequently asked questions
Will my Hargreaves Lansdown transaction history sync?
No. The connection provides supported holdings and balances, but not past transactions. Use Holding Snapshots or import activity for transaction-based tracking.
What do I need to connect Hargreaves Lansdown?
Have your online username, date of birth, online password, and six-digit Secure Number ready. Some logins also require an SMS verification code.
Does Wealthfolio receive my Hargreaves Lansdown password?
No. Enter sign-in details in SnapTrade's secure connection window. SnapTrade encrypts the credentials it stores to maintain the connection.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Hargreaves Lansdown?
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