Question 1

How to connect my Interactive Brokers account?

Accepted Answer

Connecting your IB account requires third-party services activation on your Interactive Brokers account beforehand

Activating third-party services

Go to your Interactive Brokers accounts and navigate to Settings -> Reporting ->Third-Party Services
Click the "gear" icon and enable any of the listed services (ex: Mint). It doesn't matter which one you select, the result will be the same.
If the option is available, enable "Quicken Direct Connect"
Once activated, IB will give you a unique token and a query ID
Connect your IB account on Finary using your online credentials.
Enter the unique credentials on the next step.

Question 2

List of available assets

Accepted Answer

You can add any asset or liability on Finary and we update their value in real-time. Let's have a closer look at the most popular ones!

Investment Accounts

We handle over the most popular brokerage accounts around the world. An up-to-date list of all our integrations can be found here.

These are the most popular platforms on:

Brokerage: E Trade, Robinhood, Fidelity, Charles Schwab
Employment Benefits: Charles Schwab Equity Center, E Trade Stocks Plans
Money Management: Vanguard, Wealthfront, Betterment, Marcus

| You can either connect your account or add them manually. Connecting your accounts allows you to be always up to date. We already offer 10 000 providers and are constantly adding more. Please let us know if some institutions are missing.

Bank & Savings Accounts

We integrated with over 10 000 banks worldwide, including the biggest institutions in the US & Canada. The full list of our integrations can be found here.

Available account types:

Checking accounts
Savings accounts
Credit Cards
High Yield Accounts

Real Estate

You can add real estate worldwide to your profile. There are no limitations whatsoever.

Category

Primary residen

Question 3

Is my data safe?

Accepted Answer

Your security and privacy is our top priority. We have implemented bank-grade security in order to protect your personal data. We don't store your banking credentials and can't move money your money.

Banking & Brokerage Accounts

Finary does not store your banking credentials and cannot move your money.
We have a read-only access that allows us to display your data in your account. That's it.

Banking & Brokerage Credentials

Your credentials are securely encrypted and managed by our regulated aggregator partners, Plaid (US, Canada & UK) and Budget Insight (EU)
Plaid is the worlds leading account aggregator. Budget Insight is regulated by the French Central Bank and owned by Credit Mutuel, one of France's largest banks.
The Finary team never has access to your credentials.

Identifiants exchanges Cryptos

Crypto exchanges like Binance or Kraken can safely be connected via API keys that you can generate on your account.
Finary does not have access to your password.
You **control these keys **and can revoke them in one click.
These API keys are read-only. We can't initiate trades or move money in your accounts.

Data Protection and Privacy

We will never sell your data. Sorry Mark Zuckerberg. Your privacy is of paramount importance for us.
We strictly enforce GDPR regulation. For more information, please

Question 4

How to enable two-factor authentication (2FA)?

Accepted Answer

Two-factor authentication (or 2FA) is an additional layer of security for your Finary account. Instead of only entering a password to log in, you’ll also enter a code This additional step helps make sure that you, and only you, can access your account. We strongly encourage you to use 2FA.

Setting up 2FA is easy, all you need is your smartphone or a password manager. Here is how.

Click on "My Account" on your Dashboard

Navigate to "Security" and scan the QR code with your favorite 2FA App. If you don't have one, we recommend using Authy or Authenticator. By the way, password managers like 1Password natively handle QR codes.

Enter the code displayed in your 2FA App and click on "Enable"
Once enabled, you'll see 20 one-time recovery codes. They will allow you to login even after losing your phone, changing your phone number, or losing access to your authentication app.

|| These codes are only displayed once. Finary has no access to them and cannot give it again to you.

To complete your 2FA activation, you

Question 5

Is Finary free?

Accepted Answer

Yes, you can use Finary for free. Finary Plus subscribers get access to all our advanced features

Most Finary features can be used for free, forever. If something is free, you're the product, right?

Enter Finary Plus. Our subscription gives you access to our advanced features like the fee optimizer or unlimited bank integrations worldwide.

| We will never sell your data or run ads. Our business model is very simple, it's Finary Plus.

Question 6

How to connect my Charles Schwab account?

Accepted Answer

Due to limitations in our partners API, Charles Schwab can only be connected when 2FA is disabled. We can't circumvent this limitation for now.

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