Interactive Brokers Users: Click here for connection instructions.
Stock Rover connects to your brokerage firms via Yodlee, a trusted cloud-based account aggregator. This service keeps your Stock Rover portfolios in sync with your actual brokerage positions, providing the easiest way to ensure your research data is always up to date.
Stock Rover currently manages thousands of customer-linked accounts and billions of dollars in linked funds. To learn more about how Stock Rover protects your data, click here.
When you connect your Stock Rover account to a brokerage, details for each portfolio are delivered and maintained in a dedicated Stock Rover portfolio. These linked portfolios are updated nightly and can also be refreshed manually at any time. The timestamp listed under your brokerage name indicates the last time Yodlee contacted your firm. A green checkmark next to the brokerage name confirms a successful update.
You can fully manage your brokerage connections after they have been added, including designating which specific portfolios should be linked.
You also have the option to unlink individual accounts while remaining connected to the primary brokerage house. By default, all portfolios associated with the connected user ID and password will be added as linked portfolios in Stock Rover.
Brokerage Connect is available to all users, though different limits apply based on your specific plan. Free users have the same connection limits as Essentials users.
The following sections will guide you through connecting to brokerage houses, modifying portfolio linkages, and removing accounts.
There is also a helpful video that illustrates how the brokerage connection process works.
