Connecting Financial Institutions
You can connect your bank/broker or crypto exchange/wallet to Exirio by first selecting the '+ ' button or the 'ADD HOLDING' button, and the...
Tue, 8 Nov, 2022 at 10:20 AM
Exirio works with Third-party providers enable the connection with your Institution, and we work with them to receive, decode and assemble your data. E...
Tue, 3 Sep, 2024 at 2:00 PM
You can connect your Crypto platform to Exirio by selecting the '+' button or the 'Add Holding' button, and then "Connect crypto instit...
Tue, 3 Sep, 2024 at 2:01 PM
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
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
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
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