Connect your brokerage
On Moflow+, pick your brokerage, and its positions, cash and balances arrive on their own.
- Open Portfolio, then select Add account.
- Select Investment. Under Find your brokerage, search and pick yours.
- If asked, check the box, then select Agree and Continue.
- Finish the brokerage sign-in that opens.
- If asked Where these accounts go, choose for each one, then select Bring in the figures.
- 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