Skip to main content

​
Full control over your connections

You’re always in control of which accounts Tendrill can access. Add new brokerages, refresh stale connections, or remove accounts entirely - all from your dashboard or via text.

​
Adding a new account

Connect additional brokerages to get a complete picture of your investments.
1

Open your Tendrill dashboard

Visit tendrill.ai and log in
2

Click '+ Add Account'

Find the button in your connected accounts section
3

Search for your brokerage

Use Plaid to find and connect your institution
4

Complete the connection

Follow the authentication steps for your brokerage
Or just text: Message Tendrill “connect another account” and we’ll send you a secure link to add a new brokerage.

​
Why connect multiple accounts?

Complete portfolio view

See all your investments in one place, regardless of where they’re held

Better insights

Tendrill can analyze your overall allocation and diversification

Unified alerts

Get notified about any holding, no matter which account it’s in

Accurate performance

Track your total investment performance across all accounts

​
Refreshing account data

Your portfolio data syncs automatically, but sometimes you may want to trigger a manual refresh.

​
Automatic sync schedule

​
Manual refresh options

Via text:
Via dashboard:
  1. Go to your connected accounts
  2. Click the refresh icon (🔄) next to any account
  3. Wait for the sync to complete (usually under 1 minute)
Some brokerages have rate limits on how often data can be refreshed. If you’ve recently triggered a refresh, you may need to wait before requesting another.

​
Removing an account

You can disconnect any account at any time. This immediately revokes Tendrill’s access to that account’s data.
1

Go to your dashboard

Visit tendrill.ai
2

Find the account to remove

Locate it in your connected accounts list
3

Click 'Disconnect' or 'Remove'

Confirm when prompted
4

Verify removal

The account will disappear from your portfolio view

​
What happens when you disconnect

  • Immediately: Tendrill loses access to that account’s data
  • Within 24 hours: Historical data for that account is purged from our systems
  • Alerts stop: You won’t receive notifications for holdings in the removed account
  • Plaid access revoked: The connection is terminated at the Plaid level
This action is reversible - you can always reconnect the same account later. But you’ll need to go through the authentication process again.

​
Alternative: Revoke via Plaid

You can also manage connections through Plaid’s consumer portal:
  1. Visit my.plaid.com
  2. Find Tendrill in your connected apps
  3. Click to revoke access
This provides an additional layer of control and lets you see all apps using Plaid with your accounts.

​
Reconnecting expired accounts

Connections can expire for several reasons. When this happens, you’ll see a notification in your dashboard and receive a text.
Tendrill - Today 8:30 AM Heads up: Your Fidelity connection needs attention. This can happen when passwords change or your brokerage updates their security. Tap here to reconnect: tendrill.ai/reconnect/abc123 I’ll resume monitoring once you’re reconnected!

​
Common reasons for expiration

​
Viewing account status

Your dashboard shows the status of each connected account:

​
Managing account nicknames

Give your accounts friendly names to keep track of them easily:

​
FAQ

There’s no hard limit. Connect as many brokerages and accounts as you need to get a complete view of your investments.
No. Your conversation history with Tendrill is preserved. Only the portfolio data from that specific account is removed.
If you have multiple logins at the same brokerage (for example, personal and business accounts), you can connect each separately.
The connection will eventually fail during a sync attempt. You can proactively remove it from Tendrill before that happens.

​
Next steps

Data Sync Details

Learn about refresh frequencies and data freshness

Privacy & Security

Understand how your data is protected