What if I can't find my brokerage?

Although we connect via third party aggregators, such as Plaid, Yodlee and Vezgo, and we also have our own direct connections, not every broker provides data in the way we require to make our tool work at its best.

In the event your broker isn't listed or, more likely, that your broker doesn't provide enough information for us, please let us know via the Chat function and speak to our support staff. We will keep a track of our customer's demands and we can separately approach the broker if we have enough users wanting better connections.

We have a list of current connections here.