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.
Popular brokerages
These are some of the most commonly connected institutions:Full-service brokerages
| Brokerage | Connection Status | Notes |
|---|---|---|
| Fidelity | ✅ Fully supported | Individual, retirement, and brokerage accounts |
| Charles Schwab | ✅ Fully supported | Includes former TD Ameritrade accounts |
| Vanguard | ✅ Fully supported | Brokerage and retirement accounts |
| E*TRADE | ✅ Fully supported | Now part of Morgan Stanley |
| Merrill Lynch | ✅ Fully supported | Bank of America investment accounts |
Discount & online brokerages
| Brokerage | Connection Status | Notes |
|---|---|---|
| Robinhood | ✅ Fully supported | Stocks, ETFs, and options positions |
| Webull | ✅ Fully supported | Including margin accounts |
| M1 Finance | ✅ Fully supported | Pie-based portfolio tracking |
| SoFi Invest | ✅ Fully supported | Active and automated accounts |
| Public | ✅ Fully supported | Stocks and alternative investments |
| Firstrade | ✅ Fully supported | Full account access |
Banks with investment services
| Institution | Connection Status | Notes |
|---|---|---|
| Chase (J.P. Morgan) | ✅ Fully supported | Self-directed and managed accounts |
| Wells Fargo Advisors | ✅ Fully supported | WellsTrade and advisory accounts |
| Citi Personal Wealth | ✅ Fully supported | Investment accounts |
| Capital One Investing | ✅ Fully supported | ShareBuilder accounts |
| Ally Invest | ✅ Fully supported | Self-directed accounts |
Retirement-focused providers
| Provider | Connection Status | Notes |
|---|---|---|
| TIAA | ✅ Fully supported | Education and retirement accounts |
| Principal | ✅ Fully supported | 401(k) and retirement accounts |
| Empower | ✅ Fully supported | Formerly Personal Capital |
| Betterment | ✅ Fully supported | Robo-advisor accounts |
| Wealthfront | ✅ Fully supported | Automated investment accounts |
International & specialized brokerages
| Brokerage | Connection Status | Notes |
|---|---|---|
| Interactive Brokers | ✅ Fully supported | Domestic accounts |
| Tastytrade | ✅ Fully supported | Options-focused accounts |
| TradeStation | ✅ Fully supported | Active trader accounts |
| Lightspeed | ⚠️ Limited support | Contact support for details |
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
Not supported
Some account types have limitations:How to check your institution
The easiest way to confirm your brokerage is supported:Start the connection process
Begin linking an account on tendrill.ai
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.
- 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
Troubleshooting connections
My brokerage doesn't appear in search
My brokerage doesn't appear in search
- 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
Connection failed after entering credentials
Connection failed after entering credentials
- 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
Some accounts didn't sync
Some accounts didn't sync
- Certain account types (like 529 plans) may not sync holdings
- Restricted accounts may show limited data
- Try disconnecting and reconnecting the institution
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.