Adding Your First Investment Account

To start seeing the benefit of Vestalyze, you will need to add at least one investment account (or bank account) to your profile. The process of adding your first account is a straight-forward process that only takes a few minutes. Vestalyze syncs up with over 10,000 financial institutions around the world. Some of the more actively used brokerage firms we integrate with include:

  • Fidelity Investments
  • Charles Schwab
  • TD Ameritrade
  • Robinhood
  • Interactive Brokers
  • Pershing
  • E-Trade
  • TastyWorks
  • TradeStation
  • Merrill Lynch
  • Morgan Stanley
  • Goldman Sachs
  • Raymond James
  • Edward Jones

The account linking process is done in just a few steps and requires a security validation (using a security question or code) to authenticate with your financial institution. Here is a sample view of adding a linking a TD Ameritrade login that has three associated accounts that can be selected and then added: