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What if I want to switch my privacy setting?

You can switch your privacy any time by going to your Portfolio Settings (located in your main settings menu) or switching it on the portfolio itself in your Portfolio dashboard (utilizing the “eye” icon).

Can I set different privacy settings for different accounts?

Yes! Each linked account can have its own privacy setting

How do I disconnect a brokerage?

To disconnect a portfolio, navigate to your Portfolio Settings in your Settings screen.

How do I get a green badge(flair) next to my holding on the streams?

Users who have set their account to public and have verified holdings, when posting will also show a verified green check mark next to the holding. This verifies that they actually own the security

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.

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