Connecting a brokerage account

Brokerages such as Wealthsimple or Questrade connect through SnapTrade. Here is how the connection works and what you see when you come back to Mozaic.

Updated

Brokerage and investment accounts connect through SnapTrade, a service that gives Mozaic read-only access to your holdings and balances. You start from the same Add Account button as for a bank.

Note: Connecting an account needs a free trial or an active subscription. See pricing.

Connect your brokerage

  1. Click Add Account in the sidebar or on the Accounts page.
  2. In Search institutions, type your brokerage's name and select it.
  3. If the institution offers more than one route, Mozaic asks What would you like to connect? The badges via Plaid and via SnapTrade tell you which service each option uses. The one marked Recommended is usually the right choice.
  4. Your browser tab moves to SnapTrade's page. This is a full page, not a pop-up, so don't close the tab.
  5. Sign in to your brokerage there and approve the access.
  6. When you finish, you land back on the Accounts page in Mozaic.

When you come back

Mozaic shows the state of the import:

  • Importing your accounts from your brokerage. The accounts are on their way.
  • Your [brokerage name] accounts are ready. Everything came in.
  • Your [brokerage name] accounts have not arrived yet. It is taking longer than usual. Check back in a few minutes.
  • [brokerage name] is connected, but we could not bring in your accounts. The link worked but the import did not.
  • We could not confirm whether your [brokerage name] accounts finished importing. Refresh the Accounts page after a moment to see what arrived.

Connecting the same brokerage twice

If the brokerage is already connected, the Already Connected window appears first. Adding it again gives you a second connection, and any account that both logins can see is counted twice. Only continue if the second login covers different accounts, for example a spouse's.

If something looks wrong

  • If you closed SnapTrade's page before finishing, nothing was connected. Start again from Add Account.
  • If a connected brokerage later shows Reconnection needed, see the article on reconnecting.
  • To see which brokerages are supported, go to supported institutions.

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