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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 connection via SnapTrade
Support for stocks, options, crypto & more

Some of our supported brokers:

Questrade Questrade Wealthsimple Wealthsimple IBKR IBKR Robinhood Robinhood Schwab Schwab Fidelity Fidelity Vanguard Vanguard Degiro Degiro Trading 212 Trading 212 E*TRADE E*TRADE Webull Webull Coinbase Coinbase Binance Binance Kraken Kraken AJ Bell AJ Bell Alpaca Alpaca BUX BUX Chase Chase CommSec CommSec Empower Empower Moomoo Moomoo Public Public Stake Australia Stake tastytrade tastytrade TD Direct Investing TD Direct Upstox Upstox Wells Fargo Wells Fargo Zerodha Zerodha

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

For the exhaustive list of supported brokers and capabilities, visit SnapTrade.

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Manage ticker mappings & exclusions