Integrate with major brokerage platforms to pull your lots
Link brokerage accounts at least for monitoring and pulling securities lots to Yahoo Finance:
Oldtimers:
Schwab
TD Ameritrade Brokerage
Vanguard
Merril Edge
J.P. Morgan
Newcomers:
Stash
Acorns
M1Finance
Webull
Stockpile
Public
SoFi
And Robo-advisors:
Wealthfront
Betterment
Wealthsimple
qdrddr qdrddr
shared this idea
Hi,
The following brokers have been recently added to our account linking integration:
Webull
Stash
Sofi
Acorns
Wealthsimple
Wealthfront
Ameriprise
Betterment
Raymond James
Stockpile
Titanvest
Morgan Stanley
eToro
We’ll keep monitoring user feedback. If your broker is not yet supported, please let us know by submitting a new suggestion!
Thank you,
Yahoo Finance team.
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Phillip Citroen
commented
Please make it possible to link my SoFi account! I’m sure others would agree. Thanks.
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Karann Shaw
commented
Yes, please do!!
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Pranav Tambvekar
commented
+1. As i can't connect my webull account, I am not signing up for yahoo finance premium services
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Yams Something
commented
Add Stash, www.stash.com so people can link their Stash account and not have to manually add all the info.
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Jared McCarthy
commented
Ohh!
And other fractional share accounts.
M1 Finance
SoFi
WeBull
Etc... -
Jared McCarthy
commented
Please add “STASH” as an available “link brokerage” option on Yahoo! Finance.
Additionally, “Acorns.”
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qdrddr qdrddr
commented
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qdrddr qdrddr
commented
Few more notable Robo-Advisors:
Titan Invest (Titanvest.com)
Axos invest (axosinvest.com)
Personal Capital (personalcapital.com)
Blooom (blooom.com) -
Justin Voegtle
commented
Add Wells Fargo and TSP to this list, thanks!
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Chris O’Boyle
commented
Most of my investments are managed by Ameriprise, and no way to import or link those without adding each one manually. Please make this easier.
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Luke Balchunas
commented
Please add capability to link to Raymond James brokerage accounts
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Edward Glidden
commented
Can you make it so we can track our acorns account data? It is troublesome having to add all the shares every day. Being able to snyc it like robinhood and other services would be very helpful.
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Paule Belony
commented
Add Stash to list of Available Integrated linked accounts list.
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Davíd Cobb
commented
Great idea!
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Henry Zachs
commented
Also Morgan Stanley, Goldman Sachs, RBC, Merrill Lynch
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fre mathias
commented
How about the ability to link my Webul account to allow my trades to be updated on their own.
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RAVI SWAMINATHAN
commented
Hi, can you allow linking to webull and tdameritrade in your portfolio section?
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qdrddr qdrddr
commented
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qdrddr qdrddr
commented
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Barry Graback
commented
Add Webull to the list of brokers