Disclaimer: Our main data aggregator, Yodlee, works with Canadian online brokers, however, they do show frequent connection and data quality issues from time to time which is a common issue with all foreign brokers. 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 the list of Canadian Brokerages we support:

Assante Wealth Management (ON)

AST

BMO - InvestorLine

BMO - Mutual Funds

BMO - Nesbitt Burns

Canada Life

CI Direct Investing

CI Investments

Computershare (Employee Plan Members)

CSS Pension Plan

Desjardins

Desjardins Insurance (Group Retirement)

Edward Jones

Fidelity

Fonds de solidarité FTQ

FundEX Investments Inc.

HollisWealth

HSBC InvestDirect

IG Wealth Management

Integral Wealth

Invesco

Investia-investments

Laurentian Bank

Mackenzie Investments

Manulife Bank

MD Financial Management

Meridian Credit Union

National Bank (Trust)

Newfoundland Credit Union

Odlum Brown

Parnassus Investment

PH&N Investment Services

Qtrade Investor

Raymond James

RBC Direct Investing

RBC Dominion Securities (Wealth Management)

RBC PH&N Investment Counsel

RBC Wealth Management

Richardson Wealth

Scotiabank / Scotia iTrade

Simplii Financial

SOUTH STATE RETIREMENT PLAN SERVICES

Sterling Mutuals

Sun Life Financial (Plan Members)

Tangerine

TD Bank EasyWeb

TD Future Builder

TD Waterhouse/ TD Webbroker

Valley First CU

Worldsource Financial Management

Please note: Questrade is a popular Canadian broker, however, our main data aggregator is not able to connect to it at this time.