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:
| Data | Synced |
|---|
| Stock holdings | ✓ |
| ETF holdings | ✓ |
| Mutual funds | ✓ |
| Options | Varies |
| Crypto (if offered) | Varies |
| Cash balance | ✓ |
| Cost basis | If available |
| Transaction history | Recent |
Not Yet Supported
We’re working on adding support for:
- Some international brokerages
- Certain workplace retirement plans
- Some crypto-only exchanges
Don’t see your brokerage? You can:
- Request we add it →
- Add holdings manually →
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
| Account Type | Supported |
|---|
| Individual brokerage | ✓ |
| Joint accounts | ✓ |
| IRA (Traditional, Roth) | ✓ |
| 401(k) - Personal access | ✓ |
| 401(k) - Employer plans | Limited |
| Custodial accounts | Varies |
| Trust accounts | Varies |
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:
| Type | Frequency |
|---|
| Holdings | Every few hours |
| Prices | Real-time (Pro) / 15-min (Free) |
| Transactions | Daily |
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
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