Syncing brokerage accounts
The investment counterpart to bank connections: holdings and activity, imported instead of typed. In beta, and labelled as such.
Connecting a brokerage
From Manage Connections, the Link Investments button (marked Beta) starts the flow: Connect a brokerage takes you to a secure page to choose yours and authorise read-only access. Your credentials are never shared with or stored by Endute, and read-only means exactly that; nothing connected here can move your money. Afterwards, map each brokerage account to an Endute investment account, creating new ones or linking existing, just like bank mapping.
Some brokers take a day to hand over
Retrieving your accounts and notes it can take up to 24 hours. Endute messages you when the accounts are ready to map, so connecting and walking away is the correct move, not a failure.What syncing brings
- Holdings and their quantities, kept current as you trade.
- Cash balances and account activity, feeding the same Holdings, Security Activity and Cash tabs manual accounts use.
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Last syncedtimestamp on the connection card, so freshness is never a guess.
New brokerage accounts appearing later show a New account ready banner on the connection, waiting for mapping; nothing is imported into accounts you have not set up.
Reconnecting and disconnecting
The connection card offers Map Accounts, Reconnect for when a brokerage session expires, and Disconnect. Disconnecting stops the syncing and nothing else: your mapped investment accounts keep all their existing data and revert to manual updates, the same data-preservation promise bank connections make.
When a subscription ends, its brokerage connections are closed. After subscribing again, use Disconnect on each one and connect the account again, mapping it onto the same Endute account: nothing already there is lost.
A DEGIRO connection usually drops about a day after each reconnect, because DEGIRO asks for a fresh confirmation at every new login; Connecting DEGIRO explains why and how to keep it connected.
Notes by broker
Some brokers need a setting or a step of their own, or keep a connection for a limited time. Guides for the ones that do: DEGIRO, E*Trade, eToro, Interactive Brokers, Trading 212 and Vanguard (US). A few more in brief:
- Fidelity: data can run up to a day behind. To add a Fidelity account you open after connecting, disconnect Fidelity, click
Link Investmentsagain and choose the new account along with the others, mapping the others onto the same Endute accounts; what they hold stays, and their tracking carries on from that day. NetBenefits accounts come through only alongside a Fidelity retail account. - Schwab: money-market funds show as cash rather than as holdings. Schwab sometimes reports no purchase price; a holding you already have when you connect then starts at that day's price.
- Coinbase: crypto only; stock holdings do not come through at the moment.
- AJ Bell: shares and ETFs come through as holdings; other funds may not. The connection lasts weeks, so expect to reconnect now and then.
On the beta label
Brokerage data is messier than bank data, and coverage varies by broker and account type; some instruments and edge cases still reconcile imperfectly. The label is there because we would rather flag the rough edges than have you find them. If your numbers disagree with your broker's, tell us with the account and the figure; these reports drive real fixes.
What next
Synced or manual, the portfolio mechanics are the same; the portfolio guide covers holdings, prices and performance.