Automatic Brokerage Linking
Automatic linking is available for all supported US brokerages via Plaid. This can be selected in the 'Add New Portfolio' selection prompt or by using the 'Switch to Auto Link' button on an existing account in the portfolio page. If you have a manual account, this will delete all existing holdings in that account and replace it with an automatic link showing the current holdings in your brokerage account.
a) Select "Automatic Brokerage Link"
b) Follow the Plaid Link Flow and Select Brokerage
Only U.S. Brokerages are supported at this time. Additional support is coming soon.
