Connecting a brokerage brings your investment accounts into Finly Money: what you hold, what it's worth and your recent activity. The connection is read-only, so nobody can trade or move money through it.
Connect a brokerage
Open Investing
Go to Investing. On a computer it's under Wealth in the sidebar; on a phone it's in the tab bar at the bottom. If you haven't connected or tracked anything yet, the page opens on the list of brokerages. Otherwise, choose Add, then Connect a brokerage.
Pick where you invest
Tap your brokerage under Popular, or find it under Online brokers, Banks & wealth or Crypto. You can also search by name.
Sign in on the secure page
The sign-in opens straight away through SnapTrade or Plaid, whichever covers your institution. Your password goes to them or to your brokerage, never to Finly Money.
With Plaid, choose the same institution in Plaid's window that you picked in Finly Money, and share your investment accounts.
Let your holdings come in
Once you're signed in, Finly Money starts syncing on its own. You'll see Checking your brokerages… and then each account as it arrives. It can take a minute for each account.
How many brokerages you can connect
Plan | Brokerage connections |
|---|---|
Grow | 1 |
Thrive | 2 |
Thrive Duo | 2 for each of you |
- One connection can share several accounts, like a TFSA, an RRSP and a cash account at the same brokerage.
- Only connections that finish count. A failed or abandoned attempt doesn't use one.
- Reconnecting a brokerage that stopped updating never counts as a new connection.
- Search every institution counts as a new connection, like picking from the list.
- Accounts you track by hand are unlimited on every plan.
When every connection on your plan is in use, Finly Money says so and opens Your brokerages, where you can disconnect one or see the plan with more.
If it doesn't connect
Finly Money tells you what went wrong in plain words, for example when your brokerage didn't accept the sign-in details or a verification code didn't work. Try again with fresh details. If your brokerage couldn't be reached, wait a little while and try again.
Still can't connect your brokerage?
Contact support