Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Does Hedgeable link up to my current account at my Discount Broker, 401k Plan Provider, Full Service Broker, etc?

0

No, we do not pull any of your personal information in upon signup. You must manually input it upon signup. There is technology out there that would allow us to do this, but the costs and potential security drawbacks make us very hesitant to ever do it. All discount brokers will allow you to download your account statement online. If you have a full-service broker or independent advisor simply ask them to fax or e-mail you a current holdings report.

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123