Interactive Brokers and Wealthsimple in one dashboard
4 min read
To see Interactive Brokers and Wealthsimple in one dashboard, connect both to Moflow, a net worth tracker. On Moflow+, both are on the list of brokerages that connect read-only, and their accounts sit in one list and one net worth. An account keeps its own currency, and the total shows in the display currency you pick.
Each brokerage has its own app, so the total of the two sits in neither.
With more brokerages, or a bank account beside them: How to track several brokerage accounts in one net worth.
Connect each brokerage once
On Moflow+, open Portfolio and select Add account, then Investment. Under Find your brokerage, pick Interactive Brokers and finish the sign-in that opens. Do the same for Wealthsimple. The full steps are on Connect your brokerage.
One brokerage can bring in more than one account, and an account comes with its positions, cash and balances. Connected accounts update once a day, so the first figures can take a day or more to arrive.
Both brokerages are on the list at Connected accounts.
Two currencies, one total
An account's currency comes from the brokerage. Say the Interactive Brokers account is in US dollars, the Wealthsimple account is in Canadian dollars, and the display currency is the Canadian dollar:
- Interactive Brokers, held in US dollars: 60,000 USD at 1 USD = 1.40 CAD, counted as 84,000 CAD.
- Wealthsimple, held in Canadian dollars: 50,000 CAD, counted as 50,000 CAD.
Net worth reads 134,000 CAD. Switch the display currency to the US dollar and the same accounts read 95,714 USD, while the Wealthsimple account still reads 50,000 CAD on its own line. These rates are for illustration only.
The net worth page shows how the total is built.
What the one dashboard shows
- Summary opens on your net worth, in the display currency.
- Accounts lists your Interactive Brokers and Wealthsimple accounts line by line, in their own currency and yours.
- Portfolio shows holdings, cost, gains and weights across both brokerages.
- Allocation shows both together by asset class and by currency, so the split between US and Canadian dollars sits on one bar.
Where a brokerage reports cash in more than one currency, Allocation lists one Cash row per currency.
A connected share or fund shows whichever price is newer: your broker's last report or the market price. Prices can be about a trading day behind the market.
Read-only, and yours to disconnect
Read-only: Moflow never trades, never moves money and never receives your broker sign-in details.
Disconnect a brokerage, and its account can stay with its last figures, kept by hand from then on. Your ledger is encrypted in transit and at rest and used only to serve you.
Free, and what Moflow+ adds
On Free, add both accounts by hand, with a balance or holdings, and they count toward one net worth. Free includes stocks, ETFs and crypto, cost and gains on every position, allocation by asset class and the monthly snapshot of your balances, with no card needed.
Moflow+ adds your brokerage accounts, connected read-only, plus goal tracking, retirement planning and wealth projections, decades ahead. Moflow+ also adds Trends: your wealth, month by month. On Moflow+, connect your AI assistant and ask it about your wealth. What each plan costs is on Pricing.
Questions
Can I see Interactive Brokers and Wealthsimple in one dashboard?
Yes, on Moflow+. Both are on the list of brokerages that connect read-only, and their accounts sit in one list and one net worth, in their own currencies.
On Free, the same accounts can be added by hand and count in the same total.
Can one net worth combine US dollars and Canadian dollars?
Yes, on Free and on Moflow+. An account keeps its own currency, and Moflow totals your accounts in the display currency you pick. Changing the display currency changes no account.
Can Moflow trade at Interactive Brokers or Wealthsimple?
No. On Moflow+, Moflow reads from both brokerages: it never trades and never moves money. It never receives your broker sign-in details.
What if one of my accounts does not connect?
Add the account by hand, with its balance or its holdings, on Free or on Moflow+. It counts in the same net worth as the accounts that connect.