Step 1
Open the InvestMates app on your mobile device and navigate to your Portfolio by tapping the bottom navigation bar.
Step 2
Tap the Link Your Portfolio button displayed on the screen. If you've already imported a portfolio, you'll see a floating Import button instead.
Step 3
Select Stocks from the list of asset types, then choose Link Accounts Automatically.
Step 4
From the list of available brokers, choose Robinhood.
Step 5
Wait a few moments while you're redirected to the Plaid authentication page for Robinhood.
Step 6
If you don't see your institution listed, use the search bar to find it.
Step 7
If prompted with terms and policies, review them and tap Continue
Step 8
Select or search for the institution from which you want to import your portfolio.
Step 9
On the login page, enter your account credentials (username and password) in the provided fields, then tap Login.
Step 10
Plaid will send a One-Time Password (OTP) to your registered mobile number. Enter the OTP in the designated field and tap Continue.
Step 11:
Wait a few seconds while the system authenticates and connects to your Robinhood account, then tap Continue with Robinhood.
Step 12:
Plaid will fetch your holdings and assets from Robinhood. Once the process is complete, you'll be able to view your portfolio analytics directly within the InvestMates app.