Coverage

Supported institutions, with the receipts.

Every Canadian bank and broker Mozaic actually connects to, pulled from Plaid's production institution catalog and SnapTrade's brokerage list. No marketing wishlist — if a row isn't here, the integration isn't here.

Last verified: 2026-05-26 · Plaid + SnapTrade · 7 banks, 7 brokers
01 · Banks (via Plaid)

Banks (via Plaid)

Canadian banks Mozaic reads through Plaid. The product column tracks what Plaid currently exposes for that institution in production — transactions covers chequing, savings, and credit-card activity; liabilities covers mortgages and lines of credit; investments shows up when a bank exposes its in-house investment products through the bank-side Plaid item.

Institution Type Plaid SnapTrade
RBC Royal Bank Bank Transactions, Liabilities —
TD Canada Trust Bank Transactions, Liabilities —
Scotiabank Bank Transactions, Investments, Liabilities —
BMO Bank of Montreal Bank Transactions, Liabilities —
CIBC Bank Transactions, Liabilities —
National Bank of Canada Bank Transactions —
Desjardins Bank Transactions —
02 · Brokers (via SnapTrade and Plaid)

Brokers (via SnapTrade and Plaid)

Brokers Mozaic reads through SnapTrade (per-holding detail, cost basis, dividend history) or through Plaid's investments product. Brokers that appear in both columns route through SnapTrade by default — it carries the holding-level detail Plaid doesn't surface for these institutions.

Institution Type Plaid SnapTrade
Wealthsimple Broker Investments Live
Questrade Broker Investments Live
Interactive Brokers Canada Broker Investments Live
BMO InvestorLine Broker Transactions, Investments, Liabilities —
CIBC Wood Gundy Broker Transactions, Investments —
TD Direct Investing Broker — Beta
Webull Canada Broker — Beta
03 · Not listed anywhere on this page

Not listed anywhere on this page

RBC Direct Investing, Scotia iTrade, CIBC Investor's Edge, National Bank Direct Brokerage, Qtrade, and Disnat are deliberately absent. None of them appear in SnapTrade's catalog, and Plaid either doesn't list them or doesn't expose the investments product. Listing them would mean claiming coverage we don't have. You can still track these accounts in Mozaic as manual assets — the integration just isn't an API-driven sync.

Last verified: 2026-05-26

Coverage questions, answered.

Six questions about how this page is built, what's on it, and what's deliberately not. Generic Mozaic security and pricing questions are at /security and /pricing.

Every row sources from a committed JSON snapshot regenerated by scripts/build_coverage_snapshot.py against Plaid's production institutions API and SnapTrade's brokerage catalog. Only institutions one of those two integrations actually exposes are listed — if Plaid stops surfacing investments for a bank, the row updates on the next snapshot rebuild. A canonical list, in other words, not a marketing list.
Plaid is the open-banking aggregator behind Mozaic's bank and credit-card connections — chequing, savings, credit cards, mortgages, lines of credit. SnapTrade is the brokerage aggregator behind investment connections — Wealthsimple, Questrade, Interactive Brokers, TD Direct Investing, and so on. Mozaic uses both because the Canadian bank and broker stacks live on different systems even inside the same parent company (RBC bank vs RBC Direct Investing, BMO bank vs BMO InvestorLine).
Because they aren't in SnapTrade's catalog and Plaid doesn't expose investment data for them. They're listed on this page only if they appear in one of those two real datasets — pretending otherwise would defeat the point of the page. If your accounts live at one of these brokers today, you can still track them in Mozaic as manual assets.
SnapTrade marks integrations as Beta when the connection works but coverage is partial — some account types may not sync, transaction history may be limited, or the link flow may surface confirmation prompts that GA connections don't. We list Beta connections honestly rather than hiding them: TD Direct Investing and Webull Canada are usable today, with the caveat that you may hit a Beta-only edge case.
The 'Last verified' date at the top reflects the most recent run of the snapshot generator against live Plaid + SnapTrade APIs. The script runs before each production deploy and the JSON snapshot is committed alongside the page — so the data here is auditable in Git history rather than a black-box internal dashboard.
Transactions appear in the cash-flow and budget views; liabilities (mortgages, lines of credit) show as negative entries in net worth; investments populate the holdings and performance views with cost basis, P&L, and benchmark comparison. Brokers connected through both Plaid and SnapTrade default to the SnapTrade leg because it carries the per-holding detail Plaid doesn't expose for those institutions.

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