For linking your accounts follow below steps
Switch the country to USA as shown in the below screen
Tap the Wealth icon at the bottom and hit Securely Link Accounts.
Now you’ll be taken to the Link Assets screen. You can add assets using three methods (Automatic Linking, Manual or CSV file Upload )
Select a category (e.g., Brokerages, Banks, Crypto, other assets etc)
Automatic Linking (via Plaid/Yodlee): Tap on Link Accounts Automatically, sign in to your institution, and complete authentication to connect your accounts.
Manual: Select the asset type as shown below
Select the category, name , enter the quantity, purchase price, and date, then tap Add Investment.
CSV Upload: Download the template, fill in your holdings, and upload the file.
Approve Access
For Automatic: Approve access for real-time data syncing.
For Manual/CSV: Confirm your data entry.
Refresh Data
On your holdings screen, tap Sync if needed to update your information.
Things to Keep in Mind
Automatic linking requires supported brokers and valid credentials.
Manual/CSV entries don’t auto-update—edit or re-upload as necessary.
CSV must match our template format exactly.
All connections use 256-bit encryption and are read-only.
Manage Accounts: Tap the ☰ menu → Manage Accounts to view or disconnect linked institutions.
FAQs & Common Issues
Broker not listed?
Use the manual method for linking investments or you can also link your assets through NSDL/CDSL process.Upload errors?
Ensure your CSV columns and tickers match the template format.
Need help?
Email us at [email protected] anytime.