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What brokerage accounts can be linked?

We currently offer support for linking the following brokerage accounts:

  • Ameriprise Financial

  • Charles Schwab

  • E*TRADE

  • Fidelity Investments

  • Merrill Lynch

  • Morgan Stanley

  • Principal Funds Money Market

  • Scottrade, Inc.

  • Smith Barney

  • TD Ameritrade

  • Raymond James

  • US Bank

  • Wells Fargo Advisors