Connecting external Institutions

Connecting third-party institutions (bank/brokerage accounts, crypto exchange/wallets)
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
Security in the connections to external Institutions
Exirio works with external providers enable the connection with your Institution, and we work with them to receive, decode and assemble your data.  Exir...
Sun, 9 Mar, 2025 at 5:06 PM
Connecting Crypto platforms
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
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 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