Connect your brokerage

On Moflow+, pick your brokerage, and its positions, cash and balances arrive on their own.

  1. Open Portfolio, then select Add account.
  2. Select Investment. Under Find your brokerage, search and pick yours.
  3. If asked, check the box, then select Agree and Continue.
  4. Finish the brokerage sign-in that opens.
  5. If asked Where these accounts go, choose for each one, then select Bring in the figures.
  6. If an account shows Needs reconnecting, select Reconnect in Settings › Brokerages. On a phone, Settings is under More.

Read-only: Moflow never trades and never moves money. Connected accounts update once a day.

Connected accountsMany brokerages connect