Broker Sync page 2

On this page, you are asked to select which broker you want to import data from. If you have not already done so, please double-check that you have your broker's login information handy; you will need to enter it on the following page, after selecting your broker.

  • TD Ameritrade
  • Charles Schwab
  • Fidelity
  • Interactive Brokers (Beta as of March 2021)
  • E*Trade (Beta as of July 2021)

After choosing your broker, the next page will ask for some basic information, including the login and password for the broker account. For more on this, please see page three of our Broker Sync help pages. (