> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Supported Brokerages

> See which brokerage accounts can be connected to Rallies for automatic portfolio syncing.

# 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:

1. [Request we add it →](/support/feedback)
2. [Add holdings manually →](/portfolio/add-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    |

<Note>
  Workplace retirement plans (401k, 403b) through employers may have connection limitations depending on the plan provider.
</Note>

## Checking if Your Brokerage Works

1. Go to **Portfolio → Connect Account**
2. Search for your brokerage name
3. If it appears, it's supported
4. If not, [let us know](/support/feedback)

## 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                           |

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?

1. [Submit a feedback request →](/support/feedback)
2. Include your brokerage name
3. We track all requests and prioritize by demand

***

## Related Articles

* [Connecting Your Brokerage Account](/portfolio/connect-brokerage)
* [Adding Holdings Manually](/portfolio/add-manually)
* [Troubleshooting Brokerage Connection](/portfolio/connection-issues)
* [Portfolio Data Security](/portfolio/security)