Syncing your outside investment accounts—such as 401(k)s, IRAs, and taxable accounts held at other institutions—helps us give you better investment advice.
In addition to investment accounts, you can also securely sync debt accounts, such as mortgages and loans. This helps you see your overall financial picture, putting you more in control of your wealth. Your synced account data is updated automatically, every day, so you’ll always know where you stand.
To sync your accounts, you must first either sign up or log in. On the home page after logging in, scroll down to the “Other External Accounts” and click “Sync New.” Search for your firm, making sure you choose the firm name and option that has a matching URL to the one you use to log in to their website. Enter your username and password for that firm, and complete any additional security prompts that appear. You can manage and edit your synced accounts from “External Accounts” under “Settings.”