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Connect almost any brokerage

Tendrill uses Plaid to securely connect to your investment accounts. Plaid supports over 10,000 financial institutions across the United States, including all major brokerages, banks with investment services, and retirement account providers.
If your institution offers online account access, there’s a good chance it works with Tendrill. Search for your brokerage during the connection process to confirm.
These are some of the most commonly connected institutions:

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Full-service brokerages

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Discount & online brokerages

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Banks with investment services

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Retirement-focused providers

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International & specialized brokerages

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Account types supported

Tendrill can connect to most investment account types:

Individual brokerage

Standard taxable investment accounts

Joint accounts

Accounts held with a spouse or partner

Traditional IRA

Pre-tax retirement accounts

Roth IRA

Post-tax retirement accounts

401(k) / 403(b)

Employer-sponsored retirement plans

SEP / SIMPLE IRA

Self-employed retirement accounts

Trust accounts

Investment accounts held in trust

Custodial (UGMA/UTMA)

Accounts for minors

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Not supported

Some account types have limitations:
Currently not supported:
  • Cryptocurrency-only exchanges (Coinbase, Kraken, etc.) - stock holdings are supported
  • Foreign brokerage accounts
  • Some employer stock plans (ESPPs, RSUs may show as “other holdings”)
  • Annuity contracts
  • Life insurance investment accounts

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How to check your institution

The easiest way to confirm your brokerage is supported:
1

Start the connection process

Begin linking an account on tendrill.ai
2

Search for your institution

Type your brokerage name in the search box
3

Select from results

If your institution appears, it’s supported. Click to connect.
Example search: Type “fidel” and you’ll see results like:
  • Fidelity Investments
  • Fidelity NetBenefits (401k)
  • Fidelity Charitable
Can’t find your institution? Contact Support.

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Connecting multiple accounts

You can link accounts from multiple brokerages to get a complete view of your portfolio:
Aggregate everything. Connect your Fidelity IRA, Robinhood trading account, and 401(k) - Tendrill will show you the big picture across all accounts.
Benefits of connecting multiple accounts:
  • See total portfolio value and performance
  • Understand overall allocation and diversification
  • Get alerts for any holding, regardless of which account it’s in
  • Compare performance across accounts

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Troubleshooting connections

  • Try alternate names (e.g., “Schwab” vs “Charles Schwab”)
  • Check if your institution was recently acquired or renamed
  • Some smaller credit unions may not be supported
  • Contact support if you believe your institution should be available
  • Verify your username and password are correct
  • Check if your brokerage requires a security key or authenticator app
  • Some institutions have temporary outages - try again later
  • See our connection troubleshooting guide
  • Certain account types (like 529 plans) may not sync holdings
  • Restricted accounts may show limited data
  • Try disconnecting and reconnecting the institution

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Request a new institution

Don’t see your brokerage? Let us know:

Request institution support

Email us with the name of your brokerage and we’ll look into adding support.