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

ℹ️ 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 residence

  • Vacation home

  • Rental property

Home Type

  • House

  • Condo

  • Apartment

  • Parking

  • Commercial real estate

  • Land

ℹ️ We automatically track the value of all properties located in a few countries thanks to our partner PriceHubble

Crypto

You can connect the following Exchanges:

  • Coinbase

  • Binance

  • Kraken

  • Coinbase Pro

  • Bitstamp

  • FTX

  • Crypto.com

You can also add over 5 500 cryptocurrencies manually to your assets.. We also handle Ethereum addresses.

➡️ Learn more on how to add crypto assets on Finary

Startups

Thousands of popular startups can be added on Finary. If you don't find yours, you can add the company manually. We are currently working on specifically supporting RSUs as well as other types of shares.

Precious Metals

We offer over 1 000 types of gold bars, coins and other shiny pieces of metal. Gold bugs are welcome!

ℹ️ The value of your coins and bars is updated on a daily basis

Other assets

This section allows you to add all the assets that don't have a dedicated category for now. You can organize these assets thanks to our various sub-categories.

Did this answer your question?