You can connect your bank or broker to Exirio by selecting the '+' button or the 'Add Holding' button, and then "Connect external institution". Following the on-screen instructions, you will be prompted to provide you username and password: your credentials are used - through a 3rd party provider (Plaid) to access and obtain information from your financial institution in order to provide that information to Exirio.

Exirio never has access to your login credentials. To find out more about Plaid security policy, please click here.

Some Financial Institutions require specific instructions before a successful connection can be made, or have specific limitations:

Interactive Brokers: please refer to this article.

Fidelity: please refer this article.