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Sync Brokers

Connect your brokerage accounts for automatic portfolio syncing

Opened an account with one of our partners? Connect it to unlock exclusive rewards — Learn more ↗

Unlock Automatic Broker Sync

Connect your brokerage accounts and let AllInvestView automatically import and sync your trades in real-time. Save hours of manual data entry.

Auto-import all transactions from 25+ brokers
Real-time portfolio sync & updates
Secure broker connections
Support for stocks, options, crypto & more

Some of our supported brokers:

Questrade Questrade (Maintenance) Wealthsimple Wealthsimple IBKR IBKR Robinhood Robinhood Schwab Schwab Fidelity Fidelity Vanguard Vanguard Degiro Degiro Trading 212 Trading 212 eToro eToro E*TRADE E*TRADE Webull US Webull US Webull Canada Webull Canada Coinbase Coinbase Binance Binance Kraken Kraken AJ Bell AJ Bell Alpaca Alpaca BUX BUX Chase Chase CommSec CommSec Empower Empower Moomoo Moomoo (US and Canada only) Public Public Stake Australia Stake AUS TradeStation TradeStation Tradier Tradier tastytrade tastytrade TD Direct Investing TD Direct Upstox Upstox Wells Fargo Wells Fargo Zerodha Zerodha BMO InvestorLine BMO InvestorLine CIBC Investor's Edge CIBC Investor's Edge Citi Citi Hargreaves Lansdown Hargreaves Lansdown National Bank Direct Brokerage National Bank Direct Brokerage Qtrade Direct Investing Qtrade Direct Investing U.S. Bank U.S. Bank

Don't see your broker? Try connecting anyway — more brokers may be available in the connection dialog. You can also import via CSV.

See all supported brokers & capabilities  ·  Full broker list

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Manage ticker mappings & exclusions
AllInvestViewPro service

Your portfolios. An expert team behind them.

Share your files. Our team imports and reconciles your records, so you can see the results in your dashboard.

History prepared

We prepare and import years of transactions from your broker files.

Records reconciled

We compare your portfolio with broker statements and work through differences with you.

Reports shaped around you

Tell us what you need from a tailored report and we will scope it together.

Family and client portfolios

Organize your own, family, or client portfolios in the advisor console.