Wealthsimple Trade
Cash, TFSA, RRSP, FHSA, and Margin accounts via SnapTrade. Holdings, transactions, and cost basis sync through Wealthsimple's OAuth flow — you authorise on Wealthsimple's site, never paste credentials.
Questrade
TFSA, RRSP, FHSA, RESP, Cash, Margin, and LIRA accounts via SnapTrade. Holdings, transactions, and CAD/USD cost basis sync through Questrade's OAuth flow.
Interactive Brokers Canada
Cash, Margin, TFSA, RRSP, RESP, and LIRA accounts via SnapTrade, with multi-currency positions across CAD, USD, EUR, GBP, JPY, and HKD preserved natively.
TD Direct Investing
TFSA, RRSP, FHSA, Cash, and Margin accounts via SnapTrade (WebBroker), sitting alongside your TD Canada Trust chequing, credit cards, and mortgage in one net-worth view.
Read-only, via SnapTrade — positions, not passwords
Each brokerage above connects through SnapTrade's read-only integration. You authorise the connection on the broker's own site; SnapTrade returns a token that only permits reading positions, balances, and transaction history. Mozaic can't place trades or move funds. Your per-holding detail and cost basis flow in so your registered-account contribution room and multi-currency net worth stay accurate.
Bank-owned direct-investing arms (RBC Direct Investing, BMO InvestorLine, and others) aren't yet covered by SnapTrade — track those as manual assets for now. See the supported institutions page for current coverage, and connect chequing and credit cards from the banks hub.
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