How do I connect my brokerage account?

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Broker Sync is part of Simple Stocks+. It connects your brokerage account through SnapTrade so your holdings, transactions and cash balances appear in Simple Stocks automatically. Connections are read-only, and Simple Stocks never sees your brokerage login. Is my data secure?

Linking a new broker

1. Tap the + button at the top right of the app and choose Link Broker.2. A message will appear on screen asking for permission to use "app.snaptrade.com" to log in. Select "Continue".

3. SnapTrade’s secure connection screen will open in a browser window. Search for your broker and select it.4. Sign in to your broker and approve the connection. You may be asked for a verification code from your broker.Please note: The steps to connect to each broker may be slightly different. Make sure to follow the instructions provided in the connection portal

5. When you’re done, you’ll return to Simple Stocks automatically. Each account at your broker appears as its own portfolio, and in your Summary. It may take a few seconds for your new connection to appear in Simple Stocks.

Good to know

You can link as many brokers as you like by repeating these steps.
New connections can take up to 24 hours to load full transaction history. Your current holdings appear first, and transactions follow as your broker provides them.
Linked brokers work on all your devices signed in to the same Apple ID.

Which brokers are supported?

Simple Stocks supports over 40 brokerages through SnapTrade, including many of the largest brokers in the US, Canada, the UK and Europe. See the full, up-to-date list on SnapTrade’s supported brokerages page.

Not every broker shares the same level of detail:

Holdings and balances are available for all supported brokers.
Transaction history is only available from some brokers. If yours doesn’t provide it, its accounts are marked "Live Data Only" and left out of views that rely on transaction history.

Is your broker missing? You can still track it by importing a CSV file or adding transactions manually.

Repairing a broken connection

Brokers sometimes end connections, for example when you change your password, after a security check, or when an authorization expires. When this happens, a 'Disconnected' button appears at the top of the app and your holdings for that broker stop updating.

To fix it:

1. Tap the 'Disconnected' button and choose 'Reconnect [broker name]'.
Or go to 'Manage Portfolios', scroll down to the 'Linked Brokers' section and tap 'Reconnect' next to the broker.

2. Sign in to your broker again in SnapTrade’s connection screen.

Reconnecting repairs your existing connection, so your portfolios and history stay as they are.

If reconnecting doesn’t work, try unlinking the broker and linking it again. If you still have trouble, contact us.

Why are my latest trades or holdings missing?

Just connected? It can take up to 24 hours for a new connection to load full transaction history.
Regular updates. After that, linked brokers sync automatically about once a day. Brokers often report trades with a delay of their own, so a trade from today may not appear until tomorrow.
Live Data Only accounts. If your broker doesn’t share transaction history, you’ll see current holdings but not individual trades (see above).
Disconnected? Check for the 'Disconnected' button (see above).
Subscription. Broker Sync needs an active Simple Stocks+ subscription. If your subscription has ended, your connection is removed and you’ll need to link your broker again after resubscribing.

Still missing something after 48 hours? Contact us with your broker’s name and what’s missing.

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