Linking Your Broker to Simply Wall St – Simply Wall St Help Center

Contents of this article:

Top Benefits of Linking Your Broker to Simply Wall St
Understanding Broker Linking and FAQs
How to Link Your Brokerage Account

Understanding Broker Linking and FAQs

What is Broker Linking? Why You Need It

Linking a broker allows a seamless updating between your broker account and your Simply Wall St account. This integration simplifies tracking your portfolio performance without the need for frequent manual input, making it easier for users to stay on top of their investments. Through broker linking, portfolio information is securely synced daily, ensuring that your portfolio is always up to date.

Note: Portfolio linking is available exclusively on the Premium and Unlimited plans.

Is it Safe to Link My Broker with Simply Wall St?

At Simply Wall St, your financial security is our utmost priority.

We want to emphasise that we do not store your broker login information on our platform.

Simply Wall St does not execute buy, sell, or withdrawal transactions. We prioritise security by partnering with trusted third-party services that follow best industry-standard encryption practices.

We work with Plaid and SnapTrade to facilitate portfolio linking. With SnapTrade we’re able to provide you with connectivity using the official APIs of major brokerages. Follow the links below for more information on connectivity via the APIs of those brokers:

Fidelity API
Webull API
Robinhood API
Etrade API
Public API
Chase API
Wells Fargo API
Questrade API
Trading 212 API
Interactive Brokers API
Zerodha API

Even in the rare event of a platform breach, your brokerage accounts remain safe. Our system uses anonymous authorization tokens, preventing access to login credentials. We are committed to safeguarding your financial information, and our support team is always available for any questions or concerns.

Linking Multiple Broker Accounts: Is it Possible?

You can link multiple brokers or portfolios to your account to have a consolidated view of your investments across different brokers. However, only one broker login account per broker can be linked at a time.

How Often is Data Synced from a Linked Broker Account?

We update portfolio information at least once daily to ensure your data reflects the latest market activity and account transactions. Please allow a few hours for this process to capture and sync any new data from your brokerage account.

Can I edit a portfolio linked to a broker?

Editing portfolios is only available for manually created portfolios. Linked portfolios, on the other hand, are automatically synced with your brokerage account and cannot be manually modified. This ensures that all data in linked portfolios remain accurate and up to date based on your broker’s data.

What supported brokers or countries can be linked to Simply Wall St?

More information about this can be found in the succeeding section here.

How to Link Your Brokerage Account

Prerequisites for Broker Linking: What You Need Before You Start

Ensure you have the correct login credentials ready. Some brokers may require credentials different from your standard email and password. Please carefully follow the provided instructions during setup to enter the appropriate details.

Supported Brokers and Country Availability

Linking facility is made accessible to all users globally with most brokers available for linking.

For the list of brokers, you can visit the portfolio page here to see if your broker is available for linking. In case your broker is not available, you will also have the option to easily create a manual portfolio.

Please keep in mind that the portfolio information we provide relies on data obtained from your broker. Changes on their end may sometimes disrupt the service temporarily. Rest assured that we are continuously working to ensure seamless data synchronisation and provide the most accurate and timely information possible.

How to Link Your Broker Account to Simply Wall St: Step-by-Step Instructions

Here are the simple steps to start linking your portfolio:

Make sure to be logged in first to your Simply Wall St Account.
Proceed to the Portfolios tab and click on the “New Portfolio” button in the right corner of the page. You can also go directly to the linking page by clicking here.
You will see the leading brokers in your country available for linking. If you're not seeing your broker, you may search for it on the search tab.

Note: When linking via Plaid, you will be asked to enter a valid phone number. If you don’t have one, select “Continue as guest.” This option allows you to proceed without entering a phone number

How to Link Your Interactive Brokers (IBKR) Account
Step 1: Enable Plaid in the List of Third-party Services
1. Log in to your Interactive Brokers account
2. Click Performance & Reports followed by Third-Party Reports > Third-Party Services. As an alternative, you can also click on the Menu (represented by a head-and-shoulders icon in the top left corner), followed by Reporting.
3. Under Third-Party Reports, find the Third-Party Services section.
4. Click Third-Party Services, enable the checkbox for Plaid, and click Save. You should then have your Token and Query ID to enter into the Plaid portal.
Step 2: Link your Interactive Brokers Account

Follow the instructions here and enter the Token and Query ID from Interactive Brokers.

What to Do if You Don’t Have a Valid Phone Number to Enter in the Plaid Portal?

When connecting your Interactive Brokers (IBKR) portfolio through Plaid, you will be asked to enter a valid phone number. If you don’t have one, just follow the steps here:
1. In the Plaid portal, select “Continue as guest.” This option allows you to proceed without entering a phone number.
2. In the search bar, type “Interactive Brokers.”
3. When the results appear, select either IBKR US or IBKR CA. You may use either option to link your IBKR account. It should work regardless of your location.
4. Follow the remaining prompts to finish connecting your portfolio.
How to Link Your Trading 212 Account
Step 1: Generate an API key from your Trading 212 account.
1. Log in to your Trading 212 account.
2. Click on the hamburger menu (☰) in the tabs shown at the top.
3. Navigate to Settings, then select API or API (Beta)
4. Click the "Generate API key" button and follow the instructions. Please grant all key permissions to make sure all features work reliably.
5. Fill out the New API Key form. Here, you’ll be able to:
  - Give your API key a name
  - Choose IP access restrictions.
6. Submit the form to generate your keys. You will be presented with two credentials:
  - API Key - this is the key similar to before.
  - API Secret Key – this works like a password and will be shown only once after generation.
7. You'll now be presented with an API key. Copy the API token to your clipboard and paste it into the form on the next step.
Note: Keep your API Secret Key safe and private. If you lose it, you’ll need to generate a new one.

Step 2: Link your Trading212 Account

Follow the instructions here and paste the API keys you got from Step 1 above.