Supported Providers

Integrations List

Banks

Alterna Bank

Credentials

Support for Accounts and Transactions.

American Express Canada (AMEX)

Credentials

Support for Accounts and Transactions.

ATB Online

Credentials

Support for Accounts and Transactions.

Canadian Tire Bank (Triangle)

Credentials

Support for Accounts and Transactions.

CIBC Online Banking

Credentials

Support for Accounts and Transactions.

Coast Capital Savings

Credentials

Support for Accounts and Transactions.

Costco Capital One

Credentials

Support for Accounts and Transactions.

Desjardins AccèsD

Credentials

Support for Accounts, Positions and Transactions.

Desjardins AccèsD Business

Credentials

Support for Accounts, Positions and Transactions.

Desjardins My US Card (Credit Card)

Credentials

Support for Accounts and Transactions.

EQ Bank

Credentials

Support for Accounts, Positions and Transactions.

Meridian Credit Union

Credentials

Support for Accounts and Transactions.

Motus Bank

Credentials

Support for Accounts.

National Bank Online Banking

Credentials

Support for Accounts and Transactions.

National Bank Private Banking 1859

Credentials

Support for Accounts, Positions, Transactions and Documents.

PC Financial

Credentials

Support for Accounts and Transactions.
Only supports PC Financial Mastercard.

RBC Bank (US)

Credentials

Support for Accounts and Transactions.

RBC Online Banking

Credentials

Support for Accounts, Positions and Transactions.

Scotia Bank (Online Banking & McLeod)

Credentials

Support for Accounts, Positions and Transactions.

Tangerine

Credentials

Support for Accounts, Positions and Transactions.

TD EasyWeb

Credentials

Support for Accounts, Positions and Transactions.

Brokerages

Acker Finley (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Acumen Capital (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Assante Connect

Token

Support for Accounts, Positions and Transactions.

Assante Wealth (InvestorOnline)

Credentials

Support for Accounts, Positions, Transactions and Documents.
Security question answer securely stored. Contact us for details.

BMO InvestorLine & adviceDirect

Credentials

Support for Accounts, Positions and Transactions.

BMO Nesbitt Burns

Credentials

Support for Accounts, Positions and Transactions.

BMO Private Banking Investments

Credentials

Support for Accounts.

Burgundy Asset Management

Credentials

Support for Accounts, Positions and Transactions.

Canaccord Genuity

Credentials

Support for Accounts, Positions and Transactions.

Security question answer securely stored. Contact us for details.

Chippingham Financial Group (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

CI Direct Investing (previously WealthBar)

Token

Support for Accounts, Positions and Transactions.

CI Direct Trading (previously Virtual Brokers)

Credentials

Support for Accounts, Positions, Transactions and Documents.

CIBC (Wood Gundy, Investor's Edge)

Credentials

Support for Accounts, Positions, Transactions and Documents.
Some accounts may require 2FA at every login. If this is the case, automatic daily syncs may fail. You can disable automatic sync for this account by going to Accounts and turning off the auto-sync option.

Cumberland Private Wealth

Credentials

Support for Accounts, Positions, Transactions and Documents.

CWB Wealth Partners (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Desjardins Disnat

Credentials

Support for Accounts, Positions and Transactions.

Desjardins Financial Security (DFS Investments)

Credentials

Support for Accounts and Positions.

Desjardins Insurance Retirement (DFS GRS)

Credentials

Support for Accounts, Positions and Transactions.

Desjardins Private Wealth (GPD)

Credentials

Support for Accounts, Positions and Transactions.
Currently only supports logging in with GPxxxxxxx client ID as username.

Desjardins VMD

Credentials

Support for Accounts, Positions and Transactions.

Dubeau Capital (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

EdgePoint Wealth Management

Credentials

Support for Accounts, Positions and Transactions.

Edward Jones (Canada)

Credentials

Support for Accounts and Positions.

Edward Jones (US)

Credentials

Support for Accounts.

Épargne Placements Québec

Credentials

Support for Accounts.
EPQ doesn’t support daily data synchronization. Two-factor authentication is required each time the user initiates a sync.

Fidelity Clearing Canada

Credentials

Support for Accounts, Positions and Transactions.

Fidelity Investments Canada

Credentials

Support for Accounts, Positions and Transactions.

Fidelity NetBenefits

Credentials

Support for Accounts, Positions and Transactions.

Fiera Capital

Credentials

Support for Accounts, Positions and Transactions.

Fondaction CSN

Credentials

Support for Accounts, Transactions and Documents.

Fonds de solidarité FTQ

Credentials

Support for Accounts and Transactions.

Supports FlexiFonds accounts since January 2021.

Foster & Associates (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Gestion FÉRIQUE

Credentials

Support for Accounts, Positions and Transactions.

Gravitas Securities Inc. (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Hampton Securities

Credentials

Support for Accounts, Positions and Transactions.

Hampton Securities (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Harbourfront Wealth Management

Credentials

Support for Accounts, Positions, Transactions and Documents.

IG Wealth Management (Investors Group)

Credentials

Support for Accounts and Positions.

Industrial Alliance Investia

Credentials

Support for Accounts, Positions, Transactions and Documents.

Industrial Alliance Private Wealth

Credentials

Support for Accounts, Positions and Transactions.

Interactive Brokers

Token

Support for Accounts, Positions and Transactions.

Uses IB Flex Query, contact us for details.

IPC Investment

Credentials

Support for Accounts, Positions, Transactions and Documents.

IPC Securities

Credentials

Support for Accounts, Positions, Transactions and Documents.

JC Clark (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Lakeshore Securities (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Laurentian Bank Securities

Credentials

Support for Accounts, Positions and Transactions.

Mackenzie Investments

Credentials

Support for Accounts, Positions and Transactions.

Manulife Group Retirement (GRS)

Credentials

Support for Accounts, Positions and Transactions.
In case GRS account encompasses multiple Customer Numbers, Customer Number is required to sync the specific Customer Number. If not provided, we sync with the first account we find. This connector won't work with Manulife VIP Room accounts, if you are a VIP Room user, please use the VIP Room connector.

Manulife VIP Room (previously Standard Life)

Credentials

Support for Accounts, Positions and Transactions.

Manulife Wealth Investor Portal

Credentials

Support for Accounts, Positions and Transactions.

Manulife only supports one session at a time. If you log in on Manulife after connecting here, you'll need to re-authenticate to restore daily syncs.

Mawer Investment Management

Credentials

Support for Accounts, Positions and Transactions.

MD Financial Management

Credentials

Support for Accounts, Positions and Transactions.
Does not support MD Direct Trade or MD ExO Direct.

Milestone Wealth Management

Credentials

Support for Accounts, Positions and Transactions.

Mirabaud Canada Inc. (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

ModernAdvisor

Credentials

Support for Accounts, Positions, Transactions and Documents.
ModernAdvisor uses Credential Securities, contact us for details.

National Bank Direct Brokerage

Credentials

Support for Accounts, Positions, Transactions and Documents.

National Bank Financial

Credentials

Support for Accounts, Positions, Transactions and Documents.

National Bank Financial Markets (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

National Bank Independent Network (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

NBDB (Online Banking Login)

Credentials

Support for Accounts, Positions, Transactions and Documents.

NBIN IB (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Nest Wealth

Credentials

Support for Accounts, Positions, Transactions and Documents.
Nest Wealth uses NBCN, contact us for details.

OMG Wealth Management (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Palisade Capital Management

Credentials

Support for Accounts, Positions, Transactions and Documents.

Qtrade Investor

Credentials

Support for Accounts, Positions and Transactions.

Quadrus (New Client Portal, Univeris Cloud)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Questrade

OAuth

Support for Accounts, Positions and Transactions.
OAuth flow required, contact us. Does not support Questwealth Portfolios.

Questwealth (No-Self-Directed Accounts)

Credentials

Support for Accounts, Positions and Transactions.

This connector is intended for Questrade users who ONLY have a Questwealth account and no Self-Directed account at Questrade. If you have a self-directed account, please use the Core connector.

Questwealth Portfolios (Questrade)

OAuth

Support for Accounts, Positions and Transactions.
OAuth flow required, contact us.

Raymond James

Credentials

Support for Accounts, Positions, Transactions and Documents.

RBC Direct Investing

Credentials

Support for Accounts, Positions and Transactions.
Requires all "Exchange Agreements" to be accepted on RBC client portal.

RBC Dominion Securities

Credentials

Support for Accounts, Positions and Transactions.
Requires all "Exchange Agreements" to be accepted on RBC client portal.

Richardson Wealth (GMP)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Rothenberg Wealth Management (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Scotia iTRADE

Credentials

Support for Accounts, Positions and Transactions.

SFL Investments (Desjardins)

Credentials

Support for Accounts and Positions.

Sightline Wealth Management (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

SPC Resource Finance (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

Steadyhand

Credentials

Support for Accounts, Positions and Transactions.

StephenAvenue Securities Inc. (MyPortfolio+)

Credentials

Support for Accounts, Positions, Transactions and Documents.

TD WebBroker (Direct Investing, Waterhouse)

Credentials

Support for Accounts, Positions and Transactions.
Also supports TD Waterhouse. Does not support TD Private Investment Counsel. Refresh requires TD 2FA to be set to "Only when TD wants to confirm my identity".