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Linked Accounts

13 articles
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Written by Pierre-Luc Schaming

I have no capital gains on my investments (n/a)

In some cases, the "+/- value" column of your investment accounts may show N/A instead of an amount. Explanation
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Written by Pierre-Luc Schaming. Updated over a week ago

My platform is not available for synchronization

Over 10000 platforms are already managed by us, and we are adding new ones every day. If your platform isn't listed here, follow these steps
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Written by Pierre-Luc Schaming. Updated over a week ago

Update a synchronized account

Do you receive a message telling you to reconnect your accounts? It means that your account has been paused during synchronization.
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Written by Pierre-Luc Schaming. Updated over a week ago

Manual update required

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Written by Pierre-Luc Schaming. Updated over a week ago

Link my Revolut account

Connect Revolut or Revolut Trading accounts
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Written by Pierre-Luc Schaming. Updated over a week ago

I can't connect an account via Budget Insight

Overview of some of the most common situations.
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Written by Pierre-Luc Schaming. Updated over a week ago

I linked an institution via Powens but some accounts are missing

Manage your linked accounts when the institution is linked by Powens
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Written by Pierre-Luc Schaming. Updated over a week ago

How to connect my Degiro account?

Link your Degiro account automatically. You need to disable the 2FA on Degiro first.
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Written by Pierre-Luc Schaming. Updated over a week ago

How does synchronization via Budget Insight work?

Banking data is a sensitive topic. That is why we partnered with the French market leader in this field, Budget Insight.
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Written by Pierre-Luc Schaming. Updated over a week ago

I don't have a password on eToro

If you created your eToro account through an external login provider there could be no password attached to your account.
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Written by Pierre-Luc Schaming. Updated over a week ago

Link my Interactive Brokers account

Connecting your IB account is super easy thanks to our direct integration
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Written by Pierre-Luc Schaming. Updated over a week ago

How to add my Trade Republic account

You can connect your Trade Republic account to Finary. This feature is only available on our website right now.
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Written by Pierre-Luc Schaming. Updated over a week ago

Connect my Charles Schwab account

You can link your Charles Schwab account via Plaid.
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Written by Pierre-Luc Schaming. Updated over a week ago