Brokerage & sync

How to connect your brokerage

Step-by-step Plaid linking, common errors, and re-linking tips.

Quick actions

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From the dashboard, click “Connect brokerage” to launch Plaid Link.

Choose your institution, complete MFA, and grant read-only access. Credentials stay in Plaid’s secure vault.

If linking fails: verify credentials, retry after 60s, or re-open Plaid Link from Settings → Connections.

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