Finary

In some cases, the "+/- value" column of your investment accounts may show N/A instead of an amount. Explanation

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

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

My platform is not available for synchronization

Do you receive a message telling you to reconnect your accounts? It means that your account has been paused during synchronization.

Update a synchronized account

Manual update required

Pierre-Luc Schaming

Alexia

Linked Accounts

Overview of some of the most common situations.

I can't connect an account via Powens

Manage your linked accounts when the institution is linked by Powens

I linked an institution via Powens but some accounts are missing

Link your Degiro account automatically via Powens.

How to connect my Degiro account?

Banking data is a sensitive topic. That is why we partnered with the French market leader in this field, Powens.

How does synchronization via Powens work?

Link Revolut accounts to Finary (via Powens)

Link my Revolut account

Powens

This article explains what to know if you have issues connecting/synchronizing eToro (2FA or login via Google/Facebook)

Synchronize my eToro account

Connecting your IB account is super easy thanks to our direct integration

Link my Interactive Brokers account

You can connect your Trade Republic account to Finary. This feature is only available on our website right now.

How to add my Trade Republic account

Finary Connect

Finary works with Flanks, an aggregator specialized in investment and retirement accounts, to automatically retrieve your portfolio data.

How does synchronization via Flanks work?

Flanks

You can link your Charles Schwab account via Plaid.

Connect my Charles Schwab account

Finary allows you to connect your bank, savings, and investment accounts through Plaid, a global financial data aggregator.

How does synchronization via Plaid work?

Plaid

Dashboard

Community

Apprendre à investir avec Finary

Find answers and get help from Intercom Support and Community Experts

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