Disclaimer: Our main data aggregator, Yodlee, works with many US online brokers, however, some may show connection and data quality issues from time to time. These issues often take a lengthy time to resolve.
Please note that TradeSmith, is not considered a "synchronization tool", but tools for you to manage your investments, and in order to use those tools, you need to upload your account details. We provide you with 3 different options to add your holdings data: via synchronization, manually or through our CSV file upload.
New to broker synchronization? See Setting Up Sync for the First Time: Step-by-Step for a complete setup guide.
When a brokerage connection is down, or when a Brokerage does not support synchronization with third parties, users have the option of uploading their account details either manually or via our CSV file upload instead.
Here is a list of the most popular US Brokerages we support, however, our vendor does work with additional brokers that may not be on this list. If you are looking for a specific broker not on this list, please reach out to our support team at [email protected] to check for availability.
Charles Schwab
Fidelity Investments
E*TRADE from Morgan Stanley
Vanguard
Interactive Brokers
Robinhood
Merrill Lynch Merrill Edge
Merrill Lynch MyMerrill
Wells Fargo
Morgan Stanley Online
Edward Jones
Chase
Ameriprise Financial
Raymond James
TradeStation
T. Rowe Price
TASTYTRADE, INC
Fidelity NetBenefits
LPL Financial
Pershing Investments (Advisors)
SoFi
TIAA
Empower - Your Retirement Plan
LPL Financial (Clients)
T. Rowe Price (Retirement Plan Services)
M1 Finance
Principal Financial Group (Personal)
Merrill Lynch Benefits Online
American Funds
Investor Connect
Charles Schwab (Retirement Plan Center)
Pershing
Thrift Savings Plan
Computershare Investor Center
myStreetscape
Voya (Formerly ING) - Your Retirement Plan
American Century
National Financial (Wealthscape Investor)
Northwestern Mutual
Citibank
Acorns
Oppenheimer & Co. Private Client Services
Victory Capital
John Hancock
Baird
Wealthfront
Lincoln Financial Group
Janus Henderson Investors
Craigs Investment Partners
Corebridge Financial
Transamerica Retirement Solutions
Principal
NetExchange Client (NetxView)
HealthEquity
Cambridge Investment Research
Bank of America (HSA & FSA)
Alight Financial Solutions
T. ROWE PRICE (Investment)
Optum Bank
Janney Montgomery Scott, LLC
IWEB
Goldman Sachs Wealth Management
Franklin Templeton
E*TRADE - Employee Stock Plans
Equitable
Cetera Financial Group - AdviceWorks
Wedbush Securities
Vanguard Retirement (401K & Stock Options)
U.S. Bank
The Newport Group
Saxo Trader GO
Primerica Shareholder Services
PNC Bank
Osaic
NetXInvestor - Quicken
Nationwide
John Hancock Pensions (NY)
Jackson National Life
Investor 360
Fidelity International(Personal Investing)
Equity Trust myEQUITY Login
Betterment
Apex Clearing
American Funds (Retirement Planning)
ADP 401k (Participant)
Truist Online
TradePMR Access Online
The Standard
The Oakmark Funds
Stephens Inc.
Osaic eQuipt
National Securities
Invesco (Individual Investor)
Fidelity (Institutional Investors)
DWS Investments
BNY Mellon Wealth Management
AssetMark (eWealthManager)
American Funds Retirement Solution (Capital Group)
Allianz Life (Variable (Rep) Advisor Access)
ADP Retirement Services (Employee 401k)
Wisconsin Deferred Compensation Program
UBS Private
UBS One Source (Garmin)
Ubiquity Retirement
Sun Life Financial (Plan Members)
Stocktrade
Southwest Airlines Pilots Retirement (Schwab)
Raymond James Charitable
Ohio Deferred Compensation Plan
NYLIFE Securities
National Bank Independent Network (My Portfolio)
Morgan Stanley (StockPlan Connect)
Mission Square Retirement
John Hancock Retirement Plan Services 401k
Invesco Retirement Plan Participant
HSA Bank- My Accounts
HSA Bank
Guggenheim
GoRetire
FMS Bonds
Davenport Online
CollegeInvest Direct
Cigna HSA
Cambridge Investment Research (Mystreetscape)
Benjamin F. Edwards
Avantax Wealth Management
Austin Capital
Ameritas (Retirement plan, Life, Annuity & Disability)