Supported Brokerages
Connect your brokerage to Rallies for automatic portfolio syncing. Here’s what’s supported.Fully Supported Brokerages
These brokerages have full integration:Major Brokerages
- Fidelity
- Charles Schwab
- TD Ameritrade (now part of Schwab)
- E*TRADE
- Vanguard
- Robinhood
- Interactive Brokers
- Merrill Edge
- Webull
Other Supported Brokerages
- Ally Invest
- Firstrade
- SoFi Invest
- Public
- M1 Finance
- Wealthfront
- Betterment
- Acorns
- Stash
- Cash App Investing
What’s Synced
From connected brokerages:Not Yet Supported
We’re working on adding support for:- Some international brokerages
- Certain workplace retirement plans
- Some crypto-only exchanges
Connection Requirements
To connect, you’ll need:- Login credentials for your brokerage
- Two-factor authentication may be required
- Security questions answers (if your brokerage uses them)
Account Types Supported
Workplace retirement plans (401k, 403b) through employers may have connection limitations depending on the plan provider.
Checking if Your Brokerage Works
- Go to Portfolio → Connect Account
- Search for your brokerage name
- If it appears, it’s supported
- If not, let us know
Multiple Brokerages
You can connect multiple brokerage accounts:- All holdings are combined in your portfolio view
- Each account is tracked separately
- See breakdown by account or total
- No limit on number of connections
Sync Frequency
Connected accounts sync automatically:
You can also manually trigger a sync anytime.
Why Some Brokerages Aren’t Supported
- Technical limitations - Some brokerages don’t allow third-party connections
- International regulations - Different rules in different countries
- Low demand - We prioritize most-requested brokerages
- Security restrictions - Some institutions block all aggregation
Request a Brokerage
Want us to add your brokerage?- Submit a feedback request →
- Include your brokerage name
- We track all requests and prioritize by demand