Disclaimer: Our main data aggregator, Yodlee, works with UK 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 UK Brokerages we support:
Aegon (Target Plan)
Aegon Pensions & Investments
AJ Bell InvestCentre
AJ Bell Youinvest
Aviva
Aviva Membersite
Aviva Money
Barclays Smart Investor
Bestinvest
Brewin Dolphin Securities
Charles Schwab
Charles Stanley Direct
Choice by Octopus Investments
Computershare Employee Plan
Computershare Ericsson
Computershare Investor Centre
Computershare Shell (Unvested Shares) - UK
crowdcube
EQi
Equiniti Shareview
Evolve Pensions
Ferguson
Fidelity DC Pensions (PlanViewer)
Fidelity International(Personal Investing)
Fundsmith Equity Fund
Getpenfold Pensions
Halifax Online Share Dealing
Hargreaves Lansdown
iDealing
Interactive Investor
Investec Wealth & investment
IWEB
Legal & General
LGT Vestra
LifeSight
Lloyds Bank (Share Dealing)
MoneyFarm
Ninety One
NOW: Pensions
Nutmeg
PensionBee
PRUDENTIAL
Quilter
Quilter Cheviot
Rate Setter (Investments)
Rathbones Investment Management
Rio Tinto
Royal London Pensions and Investments
Salvus Master Trust
Scottish Widows
Scottish widows (Money4Life
scottish widows (work place pension)
Skanska SEOP Plan
Smart Pension (Employee Login)
St. James's Place Wealth Management
Standard Life
Standard Life Elevate
Stocktrade
Teachers Pension
The Big Exchange
The Peoples Pension
TPT Pensions
Trading 212
Transact
Vanguard Investor
Zopa
