Notice that the panel is organized into a hierarchical format, with the brokerage account at the top and its constituent portfolios below.
You can access it anytime by right-clicking a portfolio and clicking ‘Connect to Brokerage Account’ or ‘Manage Brokerage Connection.’ This panel is where you manage your brokerage connections. Below is an example of an brokerage account connection with just one portfolio: Once the connection has been verified, you will see the Brokerage Connections panel in Stock Rover with your portfolios from the linked account loaded. Find your brokerage in the list of ‘Popular Sites’ (shown in the screenshot above) or consult our list of search terms to find the precise search terms for the most common brokerage houses.įollow the prompts to enter your account login information. Note that some of the most common brokerage houses do not always appear at the top of the search results. After accepting the terms of service, you’ll be connected to the Yodlee interface (shown below), where you’ll be able to search for your brokerage account. Next, you’ll be shown the Term of Service. Uncheck the ‘Show This Window Again’ box if you do not wish to see this information again.
You will be presented with a window that explains the process of brokerage connection. Or you can select Connect to Brokerage Account from the buttons along the top of the Portfolio Management Window. You can select ‘Brokerage Connection’ from the Portfolio Links panel in the bottom left hand panel. You can select Brokerage Connect in the grey menu bar on the left, which is appears when you select ‘Portfolios’. There are three ways to select Brokerage Connection. To connect your Stock Rover account to your brokerage account(s), select ‘Portfolios’ in the left hand grey selector menu under Management.
The information in the following help sections will show you how to connect to brokerage houses, change portfolio linkages, and remove accounts.
Note that Free users have the same limits as Essentials users. By default, all the portfolios in any brokerage house to which you connect (per user ID/password) will be added as a linked portfolio in Stock Rover.īrokerage Connect is available to all Stock Rover users, though different limits apply, based on your plan. You can also unlink individual portfolio accounts while remaining connected to your brokerage house. You have complete control over which portfolios in your brokerage house are mapped to which Stock Rover portfolios. Once connected, you can map portfolio accounts within a brokerage house to Stock Rover portfolios. First, you must connect your Stock Rover account to your brokerage house(s), via Yodlee. There are two steps in the brokerage connection process.
You can fully manage your brokerage connections after they have been added to Stock Rover, including designating which portfolios are linked.
If you have green check next to your brokerage name then you know the update was successful. The time listed under your brokerage name is the last time Yodlee contacted your brokerage. And they can be updated by your request at any time from within Stock Rover. When you connect your Stock Rover account to your brokerage accounts, details for each portfolio are delivered to Stock Rover and updated nightly. To learn more about how Stock Rover protects your data, click here. Stock Rover currently has thousands of customer linked accounts and billions of dollars in linked funds. Connecting your Stock Rover account to your brokerage house(s) is the easiest way to keep your portfolios up to date. Stock Rover will keep the positions in your Stock Rover portfolios in sync with your brokerage accounts. Stock Rover can connect to your brokerage firm(s) via Yodlee, a trusted cloud based account aggregator. Interactive Brokers Users: Click Here for connection instructions