I don’t see my brokerage. Help!
Please be sure to use the search box when looking for your brokerage. Portfolio integration is supported by Plaid and Zabo and we can only offer brokerages/exchanges that are supported by these platforms at this time.
My data is incorrect?
We are sorry to hear your integration is showing incorrect data. Please let us know exactly what the discrepancy is so our development team may investigate and address the issue.