You can connect your bank or broker to Exirio by first selecting the '+' button or the 'Add Holding' button, and then either "Connect North American Financial Institution" or "Connect European Financial Institution". Following the on-screen instructions, you will be prompted to provide your username and password: your credentials are used - through our 3rd-party partners (Plaid or Flanks) - 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. To find out more about Flanks security policy, please click here.

Please not that in some cases Exirio may get the wrong categorization of Transactions from your bank/broker (or Plaid/Flanks). In order to calculate the correct metrics for your investments, you may need to re-categorize some Transactions manually.

 

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.