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
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.
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! You can add all your precious metals to your portfolio (webapp link / mobile app link).
For example, if you hold gold, you can select "1g Or" in the search and enter the weight in grams held as the quantity.
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.