Published: May 21, 2026.

TradeSmith supports broker synchronization across multiple regions through our data aggregator, Yodlee. This article provides an overview of regional broker support and what to expect depending on where you are located.

How Broker Sync Works Across Regions

TradeSmith uses Yodlee as its data aggregator to connect to brokers worldwide. While Yodlee supports a wide range of brokers across multiple regions, the reliability and data quality of these connections can vary. US-based brokers generally have the most stable and consistent connections. For brokers outside the US, connection and data quality issues are more common and can take longer to resolve.

If broker synchronization is unavailable or unreliable for your broker, you can still add your holdings to TradeSmith manually or via CSV file upload. See What to Do If Your Broker Is Not Listed for more details.

United States

Yodlee works with a large number of US online brokers. While most connections are stable, some brokers may show connection or data quality issues from time to time. For the full list of supported US brokers, see Which US Brokers Do You Support?

Canada

Yodlee supports a number of Canadian brokers, however connection and data quality issues are more frequent than with US brokers and can take a longer time to resolve. Please note that Questrade, a popular Canadian broker, is not currently supported by our data aggregator. For the full list of supported Canadian brokers, see Which Canadian Brokers Do You Support?

United Kingdom

Yodlee supports a range of UK brokers and pension providers. As with other non-US brokers, connection and data quality issues are more common and may take longer to resolve. For the full list of supported UK brokers, see Which UK Brokers Do You Support?

Australia

Yodlee supports a wide range of Australian brokers. As with other non-US brokers, connection and data quality issues are more frequent and can take longer to resolve. For the full list of supported Australian brokers, see Which Australian Brokers Do You Support?

My Region Is Not Listed

If your country or region is not listed above, your broker may still be supported. Please contact our support team at [email protected] to check availability. If synchronization is not available for your broker, you can always add your holdings manually or via CSV file upload.

My Broker Isn't in the List for My Region

The regional broker lists show the most popular supported brokers, but Yodlee works with additional brokers that may not appear. If you don't see your broker, contact our support team to check — it may still be available. See What to Do If Your Broker Is Not Listed for more guidance.

Need Help?

Our Customer Success team is ready to assist:

• Phone: 1-866-385-2076 (toll-free)
• Email: [email protected]

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).