How do I add an investment account?

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You can access your accounts by clicking on the link across the top of your page.

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To use our Secure Import Process, click on the logo or search for your brokerage in our search box.

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Simply search for your brokerage and click on the result that matches your brokerage.

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Enter your credentials to automatically link all of your info in one easy step

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Repeat until all of your accounts are linked

Having trouble connecting an account?

You also have the option to Manually Report Your Investments.