Brokerage Account Linking
Open BetaConnect major US brokerages through Plaid to auto-import holdings and transaction history — no manual data entry required. Available on Standard and Premium plans after beta approval.
Beta status (May 2026)
Brokerage linking is in open beta. Email [email protected] with "I'm in" to request access. Once approved, the Portfolio Link option unlocks in the Create Portfolio wizard. CSV import and manual entry remain fully supported if you prefer not to link.
Step-by-Step
1. Confirm your plan
Portfolio Link requires a Standard ($9.99/mo) or Premium ($19.99/mo) subscription. Standard includes up to 6 portfolios — one brokerage-linked account plus up to 5 manual portfolios. Premium removes portfolio limits entirely. Free accounts cannot link brokerages. Manage your plan at /account.
2. Request beta access
Send an email to [email protected] with the subject line or body containing "I'm in". We'll enable Portfolio Link on your account once approved. Read the May 2026 changelog entry for the full launch announcement.
View Changelog3. Start the Create Portfolio wizard
From Home or Portfolios, click Create Portfolio to open /create-new-portfolio. Complete the name and goals steps, then on the Portfolio Link intake step select Portfolio Link (labeled fastest). Review the Beta Participation Agreement checkbox before connecting — the agreement is always available at /beta-agreement.
4. Connect through Plaid
Click Connect Your Brokerage to launch the Plaid Link flow. Select your institution (Fidelity, Schwab, Vanguard, Robinhood, and other major US brokerages) and authenticate directly with your financial institution. We never see or store your brokerage password — Plaid handles authentication. Link one account at a time during the beta.
5. Review imported data
Plaid imports your real positions — tickers, share counts, cost basis, and market value — plus up to two years of investment transactions (buys, sells, dividends, reinvestments). Data accuracy is not guaranteed during beta — always verify important figures with your brokerage statement. Once satisfied, finish the wizard to land on your live portfolio dashboard with forward income, projections, and analytics.
Security & privacy
- Plaid is the same secure service used by Robinhood, Betterment, and Wealthfront
- We never store your login credentials, full account numbers, or Social Security number
- Data is encrypted in transit and at rest (AES-256-GCM, AWS RDS with TLS 1.2+)
- Your consent is recorded with a timestamp when you accept the Beta Participation Agreement
- Disconnect anytime — linked data is deleted within 30 days of unlinking
Full legal details: Beta Participation Agreement, Privacy Policy, and Terms of Service.
After You Connect
Sync & reconnect
Linked portfolios show a badge with last sync time. Use the sync button on the portfolio page to pull fresh data. If Plaid reports a connection issue, follow the reconnect prompt to re-authenticate.
Disconnect (Unlink Brokerage)
Open the portfolio ⋯ menu and choose Unlink Brokerage. This revokes Plaid access and begins the data deletion window. Manual portfolios are not affected.
CSV fallback
Prefer not to link? Use All Transactions or Current Holdings intake modes with CSV upload instead. You can also export transactions from any portfolio and re-import elsewhere. See Importing Holdings.
Beta limitations
- Link one brokerage account at a time during beta
- Imported cost basis and share counts may differ slightly from your custodian — verify before relying on tax figures
- Some brokerages or account types may not be supported yet
- TWR cumulative-return charts on linked portfolios may be less reliable than manual portfolios with full history
You want hands-off sync and are on Standard or Premium with beta approval.
You need precise control over every transaction, split adjustment, or historical date.
Related resources
Ready to join the beta? Email [email protected] with "I'm in" — or return to Help