For linking your accounts follow below steps
Open Wealth Dashboard
Tap the Wealth icon at the bottom and hit Securely Link Accounts.Choose Method
Automatic: Select the account and sign in via Plaid/Yodlee.
Manual: Enter the ticker, quantity, 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.Upload errors?
Ensure your CSV columns and tickers match the template format.
Need help?
Email us at [email protected] anytime.