Supported Brokers

We support secure, read‑only connections with leading brokers. Select your broker to see integration details and connection steps.

• Interactive Brokers (IBKR)

  Global market access with robust data and security.

• Charles Schwab

  Seamless syncing for portfolios and transactions.

• Questrade

  Fast, secure connection for Canadian investors.

• Tradier

  Options‑friendly data sync.

• TradeStation

  Powerful market access, streamlined sync.