Which brokerages do you support?

Schwab, Fidelity, Vanguard, Interactive Brokers, and Robinhood are reachable through Plaid. Plaid production review is in progress — sandbox demo data renders today.

If your brokerage isn't on the Plaid list, use the CSV-upload path. Export your year-end holdings as a CSV from the broker portal and drop the file into the wizard. We map common column headers automatically and tell you exactly what we matched.

Foreign brokerages (Interactive Brokers UK, Saxo, DEGIRO, etc.) typically don't speak Plaid — CSV is the route there too.