Connecting Financial Institutions

Connecting Financial Institutions (bank/brokerage accounts)
You can connect your bank or broker to Exirio by selecting the '+' button or the 'Add Holding' button, and then "Connect external i...
Sat, 18 Sep, 2021 at 12:25 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)
To connect Interactive Brokers (IB) to Exirio and enable all the metrics in your account, you need to configure a Flex Query within IB. The process should t...
Sat, 16 Oct, 2021 at 8:52 AM
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