Integrations

Securely connect your checking and brokerage accounts to enable automated investing from every deposit.

Vertical integrations

Explore our comprehensive suite of banking integrations meant to streamline your finances.

Connect your Robinhood account for real-time tracking, smart position resizing, and market-driven portfolio insights.

Link your Webull portfolio to access smart allocation strategies, dynamic rebalancing, and real-time performance tracking.

Integrate with Charles Schwab to analyze, optimize, and fine-tune your investment positions with data-driven insights.

Securely sync your Fidelity account for smart portfolio adjustments, risk analysis, and data-backed investment decisions.

Connect to Interactive Brokers for trade sizing, risk-adjusted portfolio management, and advanced trading analytics.

Enhance your trading strategy by linking Tastytrade for personalized allocation insights and market-responsive adjustments.