Data & brokerages
Which brokerages do you support?
Any brokerage, by uploading its year-end positions CSV or statement — US and foreign alike. A read-only Plaid connection for US brokerages is built and opens when Plaid's production review completes.
Updated September 2026
Upload your year-end positions CSV or the brokerage statement itself. Schwab, Fidelity, Vanguard, Interactive Brokers, Robinhood, Interactive Brokers UK, Saxo, DEGIRO, Swissquote and most others export one; we map the common column headers automatically and tell you exactly what we matched, and every holding is screened by ticker and ISIN with the source shown.
Plaid import — coming soon. A read-only Plaid connection for US brokerages (Schwab, Fidelity, Vanguard, Interactive Brokers, Robinhood) is built and opens once Plaid's production review completes; it will never see your broker password and cannot move money. Nothing in the product waits on it: the upload path produces the same analysis today.
Foreign brokerages are where the PFIC work usually is, and they are upload-first by design — Plaid does not cover them.
Full guide
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The diagnostic, supported calculations, and in-wizard summary are free. Payment is required to generate the PDF package.
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