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.
Webull Canada
Cash, Margin, TFSA, and RRSP accounts via SnapTrade. Holdings and trade activity sync read-only. SnapTrade rates this integration beta: coverage can be partial and it may need an occasional reconnect.
BMO InvestorLine
TFSA, RRSP, FHSA, RESP, RRIF, LIF, LIRA, and non-registered accounts via Plaid, which carries InvestorLine as its own institution. Add it as a second connection beside BMO Online Banking.
US brokers, in the same account
Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, tastytrade, Public and Webull connect through SnapTrade, read-only, the same way the Canadian brokers above do. Retirement accounts come across too, so an IRA or Roth IRA sits next to a TFSA or RRSP in one net-worth total, converted into whichever base currency you choose. Chase, Wells Fargo and U.S. Bank appear twice, once as the bank and once as the investing arm, because those are two separate connections. US chequing, savings and credit cards come in through Plaid from the banks hub.
Read-only: positions, not passwords
Every brokerage above except BMO InvestorLine 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. InvestorLine is the exception: it comes in through Plaid, read-only in the same way. 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.
The bank-owned direct-investing arms were long absent from SnapTrade's catalog. That has changed: CIBC Investor's Edge now sits on our production key alongside TD Direct Investing, read-only, returning positions and balances rather than transaction history. BMO InvestorLine and CIBC Wood Gundy both reach Mozaic through Plaid as their own institutions, so you add them the way you add a bank. RBC Direct Investing, Scotia iTRADE, National Bank Direct Brokerage, and Qtrade have no automated connection yet, so track those positions as manual assets. See the supported institutions page for current coverage, and connect chequing and credit cards from the banks hub.
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