If you want to sync your investments stored at your brokerage account with our app automatically - feel free to link your broker account to our app, this is easy. If you buy a stock via your broker you'll see the same stock and holding in our app in seconds!

Here is how to link your brokerage account with our app:

- Find Settings gear ⚙️ icon in the top right,

- In Settings, tap on Setup Brokerage Accounts,

- Tap on the blue 'Link Your Account' button and follow brief instructions, it will take no more than 30 seconds.

You're done! Just wait 1-2 minutes until your holdings data are retreived. Once done, all your holdings data will be automatically synced.