Connecting Financial Institutions

Connecting Financial Institutions (bank/brokerage accounts)
You can connect your bank or broker to Exirio by first selecting the '+' button or the 'Add Holding' button, and then either "Conne...
Thu, 3 Feb, 2022 at 8:19 AM
Connecting Crypto platforms
You can connect your Crypto platform to Exirio by selecting the '+' button or the 'Add Holding' button, and then "Connect crypto in...
Fri, 28 Jan, 2022 at 7:56 PM
Current Accounts
When a connection to your financial institution is established, the balance of your current accounts is provided. From that moment on (but not for dates pre...
Sun, 3 Oct, 2021 at 5:44 PM
Accounts with public instruments
When an account that holds public instruments (e.g. stocks and ETFs) is connected, Exirio firstly checks that the current number of Units for each instrumen...
Sun, 3 Oct, 2021 at 5:44 PM
Connect to Interactive Brokers (IB)
Given all the complications with the previous connectivity provider, we recommend you select "Connect European Institution" when connecting Intera...
Sun, 1 May, 2022 at 3:15 PM
Connect to Fidelity
Fidelity connectivity is restricted during daily windows.  To maintain system stability, Fidelity currently limits access during high-volume windows. As a r...
Fri, 10 Sep, 2021 at 4:02 PM
Re-authorization and Re-connection
Occasionally, connections to financial institutions might be interrupted for security reasons. Whenever that happens, you will be notified and asked to reau...
Wed, 2 Mar, 2022 at 5:35 PM