Linked Accounts
13 articles
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
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
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.
Written by Pierre-Luc Schaming. Updated over a week ago
Manual update required

Written by Pierre-Luc Schaming. Updated over a week ago
Link my Revolut account
Connect Revolut or Revolut Trading accounts
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.
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
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.
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.
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.
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
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.
Written by Pierre-Luc Schaming. Updated over a week ago
Connect my Charles Schwab account
You can link your Charles Schwab account via Plaid.
Written by Pierre-Luc Schaming. Updated over a week ago