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Broker Connections

Connect your brokerage accounts to automatically sync transactions.

2 accountsconnected

One broker authorization with multiple accounts

Last imported: 5/21/2026, 4:38:49 PM

Brokerage (****4892)

connected

Last imported: 5/21/2026, 4:38:49 PM

Broker snapshot: 28,430.12 USD, cash 1,240.55 USD

Roth IRA (****1153)

connected

Last imported: 5/21/2026, 4:38:49 PM

Broker snapshot: 12,180.55 USD, cash 412.3 USD

connected

Taxable Brokerage (****7766)

Last imported: 5/21/2026, 3:23:49 PM

Taxable Brokerage (****7766)

connected

Last imported: 5/21/2026, 3:23:49 PM

Broker snapshot: 7,510 USD, cash 320 USD

connected

Stocks (****0211)

Last imported: 5/21/2026, 5:08:49 PM

Stocks (****0211)

connected

Last imported: 5/21/2026, 5:08:49 PM

Broker snapshot: 4,080 EUR, cash 105 EUR

connected

Individual (****6019)

Last imported: 5/19/2026, 5:23:49 PM

Individual (****6019)

connected

Last imported: 5/19/2026, 5:23:49 PM

Broker snapshot: 5,350 USD, cash 80 USD

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