Connecting Your Brokerage Account
Connect your brokerage to Rallies for automatic portfolio syncing. Your holdings update automatically, so you always have an accurate view of your investments without manual entry.How Brokerage Connection Works
We use Plaid, the same secure service used by Venmo, Robinhood, and thousands of banking apps. Here’s the process:- You select your brokerage — Search for your broker in our list
- You log in through Plaid — A secure window connects directly to your broker
- Plaid verifies your identity — Using your broker’s normal login and any 2FA
- Rallies receives read-only access — We can see your positions, not your credentials
- Your portfolio syncs — Holdings appear in Rallies automatically
What We Can See
✓ Your holdings and positions ✓ Number of shares owned ✓ Cost basis (if your broker provides it) ✓ Account types (brokerage, IRA, etc.)What We Cannot See
✗ Your login credentials (username/password) ✗ Your account numbers ✗ Your Social Security number ✗ Ability to make trades or transfers🔒 Rallies has read-only access. We can never make trades, withdraw money, or modify your accounts in any way.
Connect on Web
- Sign in to rallies.ai
- Click “Portfolio” in the left sidebar
- Click “Connect Brokerage” or ”+ Add Account”
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Search for your brokerage
- Type the name (e.g., “Fidelity” or “Robinhood”)
- Select from the dropdown results
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A Plaid window will open
- This is a secure connection directly to your broker
- Enter your brokerage username and password
- Complete any two-factor authentication your broker requires
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Select accounts to link
- Choose which accounts to sync (individual, IRA, joint, etc.)
- You can select all or just specific ones
- Click “Connect” or “Continue”
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Wait for sync to complete
- Your holdings typically appear within seconds
- Large portfolios may take up to a minute
- Done! Your portfolio is now synced.
Connect on Mobile
iOS
- Open the Rallies app
- Tap “Portfolio” in the navigation
- Tap “Connect Account” or ”+”
- Search for your brokerage
- Log in through the Plaid screen (Face ID may work if your broker supports it)
- Select accounts and confirm
- Your portfolio syncs automatically
Android
- Open the Rallies app
- Tap “Portfolio”
- Tap “Connect Brokerage”
- Search and select your broker
- Complete login through Plaid
- Select accounts to link
- Confirm and wait for sync
Supported Brokerages
We support most major US brokerages: Full-Service & Discount Brokers- Fidelity
- Charles Schwab
- TD Ameritrade
- E*TRADE
- Merrill Edge
- Vanguard
- Robinhood
- Webull
- SoFi Invest
- Public
- Stash
- Interactive Brokers
- tastytrade
- TradeStation
💡 Don’t see your broker? Search for it anyway—we support hundreds of institutions. If it’s truly not available, you can add holdings manually.
Connecting Multiple Brokerages
You can connect multiple brokerages to see all your investments in one place:- After connecting your first brokerage, go to Portfolio
- Click ”+ Add Account” or “Connect Another”
- Follow the same process for your second broker
- Repeat for any additional accounts
What You’ll See After Connecting
Once connected, your Portfolio shows: Overview- Total portfolio value across all accounts
- Today’s gain/loss
- Overall gain/loss (if cost basis is available)
- Every position from every connected account
- Current market value
- Individual gain/loss per position
- Percentage of portfolio
- Breakdown by sector
- Breakdown by account
- Concentration analysis
- Risk analysis
- Diversification feedback
- Earnings exposure
- Natural language questions about your portfolio
Syncing and Updates
How Often Does It Sync?
Your portfolio syncs automatically multiple times per day. For most users, this provides an up-to-date view.Manual Refresh
To force an immediate sync:- Go to Portfolio
- Click the refresh icon or “Sync Now”
- Wait a few seconds for update
Sync Delays
In some cases, there may be delays:- New trades may take hours to appear
- Some brokers batch their data updates
- Positions in transit (transfers) may be delayed
Troubleshooting Connection Issues
”My brokerage isn’t listed”
- Try different name variations (e.g., “Schwab” vs “Charles Schwab”)
- Your broker may use a different name for their investment accounts
- If truly not supported, use manual entry
- Request we add your broker →
“Connection failed” or “Credentials incorrect”
- Verify you can log in directly at your broker’s website
- Check if your broker is having an outage
- Make sure you’re completing any 2FA prompts
- Try again in a few minutes
- Some brokers block third-party connections—check your broker’s security settings
”Only some accounts are showing”
- During connection, make sure you selected all desired accounts
- Some account types (certain retirement accounts, 529 plans) may not sync
- Try disconnecting and reconnecting, selecting all accounts
”Holdings are missing or incorrect”
- Syncs can take time—wait 24 hours for full accuracy
- Some complex securities (options, certain funds) may not sync correctly
- Recently purchased positions may take time to appear
- Use manual entry to add any missing positions
”Connection keeps disconnecting”
- Your broker may require you to re-authorize periodically
- When prompted, go through the Plaid flow again to reconnect
- Some brokers have stricter third-party access policies
Disconnecting a Brokerage
If you want to remove a connected brokerage:- Go to Settings → Portfolio or Settings → Connected Accounts
- Find the brokerage you want to remove
- Click “Disconnect” or “Remove”
- Confirm
- The connection to your broker is severed
- Your synced holdings are removed from Rallies
- No data is retained from that brokerage
- Your actual brokerage account is unaffected
Security & Privacy
Plaid Security
Plaid is used by over 8,000 financial apps and is trusted by major institutions. They use:- Bank-level 256-bit encryption
- SOC 2 Type II certified
- Regular security audits
Your Privacy
- We never see your login credentials
- We can’t make trades or move money
- You can disconnect anytime
- We don’t sell your portfolio data
- Read our full privacy policy →