Supported Providers
Integrations List
Banks
CIBC Online Banking
Support for Accounts and Transactions.
Desjardins AccèsD
Support for Accounts, Positions and Transactions.
Desjardins AccèsD Business
Support for Accounts, Positions and Transactions.
Desjardins My US Card (Credit Card)
Support for Accounts and Transactions.
EQ Bank
Support for Accounts, Positions and Transactions.
Motus Bank
Support for Accounts.
National Bank Online Banking
Support for Accounts and Transactions.
National Bank Private Banking 1859
Support for Accounts, Positions, Transactions and Documents.
PC Financial
Support for Accounts and Transactions.
Only supports PC Financial Mastercard.
Only supports PC Financial Mastercard.
RBC Online Banking
Support for Accounts, Positions and Transactions.
Scotia Bank (Online Banking & McLeod)
Support for Accounts, Positions and Transactions.
Tangerine
Support for Accounts, Positions and Transactions.
TD EasyWeb
Support for Accounts, Positions and Transactions.
Brokerages
Acker Finley (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Acumen Capital (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Assante Connect
Support for Accounts, Positions and Transactions.
Assante Wealth (InvestorOnline)
Support for Accounts, Positions, Transactions and Documents.
Security question answer securely stored. Contact us for details.
Security question answer securely stored. Contact us for details.
BMO InvestorLine & adviceDirect
Support for Accounts, Positions and Transactions.
BMO Nesbitt Burns
Support for Accounts, Positions and Transactions.
BMO Private Banking Investments
Support for Accounts.
Burgundy Asset Management
Support for Accounts, Positions and Transactions.
Canaccord Genuity
Support for Accounts, Positions and Transactions.
Security question answer securely stored. Contact us for details.
Chippingham Financial Group (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
CI Direct Investing (previously WealthBar)
Support for Accounts, Positions and Transactions.
CI Direct Trading (previously Virtual Brokers)
Support for Accounts, Positions, Transactions and Documents.
CIBC (Wood Gundy, Investor's Edge)
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.
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
Support for Accounts, Positions, Transactions and Documents.
CWB Wealth Partners (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Desjardins Disnat
Support for Accounts, Positions and Transactions.
Desjardins Financial Security (DFS Investments)
Support for Accounts and Positions.
Desjardins Insurance Retirement (DFS GRS)
Support for Accounts, Positions and Transactions.
Desjardins Private Wealth (GPD)
Support for Accounts, Positions and Transactions.
Currently only supports logging in with GPxxxxxxx client ID as username.
Currently only supports logging in with GPxxxxxxx client ID as username.
Desjardins VMD
Support for Accounts, Positions and Transactions.
Dubeau Capital (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
EdgePoint Wealth Management
Support for Accounts, Positions and Transactions.
Edward Jones (Canada)
Support for Accounts and Positions.
Edward Jones (US)
Support for Accounts.
Épargne Placements Québec
Support for Accounts.
EPQ doesn’t support daily data synchronization. Two-factor authentication is required each time the user initiates a sync.
EPQ doesn’t support daily data synchronization. Two-factor authentication is required each time the user initiates a sync.
Fidelity Clearing Canada
Support for Accounts, Positions and Transactions.
Fidelity Investments Canada
Support for Accounts, Positions and Transactions.
Fidelity NetBenefits
Support for Accounts, Positions and Transactions.
Fiera Capital
Support for Accounts, Positions and Transactions.
Fondaction CSN
Support for Accounts, Transactions and Documents.
Foster & Associates (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Gestion FÉRIQUE
Support for Accounts, Positions and Transactions.
Gravitas Securities Inc. (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Hampton Securities
Support for Accounts, Positions and Transactions.
Hampton Securities (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Harbourfront Wealth Management
Support for Accounts, Positions, Transactions and Documents.
IG Wealth Management (Investors Group)
Support for Accounts and Positions.
Industrial Alliance Investia
Support for Accounts, Positions, Transactions and Documents.
Industrial Alliance Private Wealth
Support for Accounts, Positions and Transactions.
Interactive Brokers
Support for Accounts, Positions and Transactions.
Uses IB Flex Query, contact us for details.
IPC Investment
Support for Accounts, Positions, Transactions and Documents.
IPC Securities
Support for Accounts, Positions, Transactions and Documents.
JC Clark (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Lakeshore Securities (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Laurentian Bank Securities
Support for Accounts, Positions and Transactions.
Manulife Group Retirement (GRS)
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.
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)
Support for Accounts, Positions and Transactions.
Manulife Wealth Investor Portal
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
Support for Accounts, Positions and Transactions.
MD Financial Management
Support for Accounts, Positions and Transactions.
Does not support MD Direct Trade or MD ExO Direct.
Does not support MD Direct Trade or MD ExO Direct.
Milestone Wealth Management
Support for Accounts, Positions and Transactions.
Mirabaud Canada Inc. (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
ModernAdvisor
Support for Accounts, Positions, Transactions and Documents.
ModernAdvisor uses Credential Securities, contact us for details.
ModernAdvisor uses Credential Securities, contact us for details.
National Bank Direct Brokerage
Support for Accounts, Positions, Transactions and Documents.
National Bank Financial
Support for Accounts, Positions, Transactions and Documents.
National Bank Financial Markets (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
National Bank Independent Network (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
NBDB (Online Banking Login)
Support for Accounts, Positions, Transactions and Documents.
NBIN IB (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Nest Wealth
Support for Accounts, Positions, Transactions and Documents.
Nest Wealth uses NBCN, contact us for details.
Nest Wealth uses NBCN, contact us for details.
OMG Wealth Management (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Palisade Capital Management
Support for Accounts, Positions, Transactions and Documents.
Qtrade Investor
Support for Accounts, Positions and Transactions.
Quadrus (New Client Portal, Univeris Cloud)
Support for Accounts, Positions, Transactions and Documents.
Questrade
Support for Accounts, Positions and Transactions.
OAuth flow required, contact us. Does not support Questwealth Portfolios.
OAuth flow required, contact us. Does not support Questwealth Portfolios.
Questwealth Portfolios (Questrade)
Support for Accounts, Positions and Transactions.
OAuth flow required, contact us.
OAuth flow required, contact us.
Raymond James
Support for Accounts, Positions, Transactions and Documents.
RBC Direct Investing
Support for Accounts, Positions and Transactions.
Requires all "Exchange Agreements" to be accepted on RBC client portal.
Requires all "Exchange Agreements" to be accepted on RBC client portal.
RBC Dominion Securities
Support for Accounts, Positions and Transactions.
Requires all "Exchange Agreements" to be accepted on RBC client portal.
Requires all "Exchange Agreements" to be accepted on RBC client portal.
Richardson Wealth (GMP)
Support for Accounts, Positions, Transactions and Documents.
Rothenberg Wealth Management (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Scotia iTRADE
Support for Accounts, Positions and Transactions.
SFL Investments (Desjardins)
Support for Accounts and Positions.
Sightline Wealth Management (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
SPC Resource Finance (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Steadyhand
Support for Accounts, Positions and Transactions.
StephenAvenue Securities Inc. (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
TD WebBroker (Direct Investing, Waterhouse)
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".
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".
Watt Carmichael (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
Wealthsimple
Support for Accounts, Positions and Transactions.
OAuth flow required, contact us. Does not support Wealthsimple Trade.
OAuth flow required, contact us. Does not support Wealthsimple Trade.
Wellington-Altus Private Wealth (MyPortfolio+)
Support for Accounts, Positions, Transactions and Documents.
World Financial Group Canada (WFG)
Support for Accounts.
Others
Aviso Wealth (Credential Securities/Asset Mgt, Qtrade Advisor/Asset Mgt)
Support for Accounts, Positions, Transactions and Documents.
BMO Online Banking
Support for Accounts and Transactions.
CC&L Private Capital
Support for Accounts, Positions and Transactions.
EquatePlus (previously Computershare Employee)
Support for Accounts, Positions and Transactions.
We do not support QR 2FA yet.
We do not support QR 2FA yet.
goPeer
Support for Accounts, Positions and Transactions.
Industrial Alliance Financial Group
Support for Accounts, Positions and Transactions.
Does not support loan or IA Trust accounts. Does not support transactions for GRS accounts.
Jarislowsky Fraser Global
Support for Accounts, Positions and Transactions.
Kalshi
Support for Accounts, Positions, Transactions and Reconciliation.
KOHO
Support for Accounts and Transactions.
Lending Loop
Support for Accounts and Transactions.
Odlum Brown
Support for Accounts, Positions and Transactions.
Quadrant
Support for Accounts, Positions and Transactions.
Raymond James Correspondent Services
Support for Accounts, Positions, Transactions and Documents.
Simplii Financial
Support for Accounts, Positions and Transactions.
Solium Shareworks
Support for Accounts.
Stockchase
Support for Accounts and Positions.
Sync your Stockchase Watchlist.
Sun Life Financial
Support for Accounts, Positions and Transactions.
Support for Sun Life GRS and Clarica. Does not support FlexPlus Direct. Does not support Long-Term Incentive Program (LTI) plans.
Wise
Support for Accounts.
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