Brokerage connection

See your brokerage on Picksmith

Link a supported brokerage through SnapTrade and your live positions show on My Holdings. Read-only. Picksmith never asks for your brokerage password, never places trades, and never moves money.

How it works

Step 1

Create an account

A free Picksmith account is enough. Brokerage sync is included on every plan.

Step 2

Open SnapTrade

On Account, choose Connect via SnapTrade. Their portal opens in a secure window.

Step 3

Pick your broker

Sign in with your brokerage there. Positions then appear on My Holdings.

Supported brokerages

Charles Schwab Fidelity E*TRADE Robinhood Interactive Brokers Vanguard Wealthsimple Questrade

SnapTrade adds brokerages over time. The live list is in their portal when you connect. If your broker is not listed there, you can still track holdings by entering trades by hand.

Read-only, and you can disconnect

Picksmith requests holdings and related account info so My Holdings can show what you already own. We do not request trading access.

  • You authenticate on SnapTrade's portal, not by pasting brokerage passwords into Picksmith.
  • Details are encrypted. Disconnect from Account anytime.
  • Disconnecting Picksmith does not automatically revoke access at SnapTrade. Revoke there too if you want it gone at the source.

Full detail: How we protect your data · Privacy Policy

Visit SnapTrade. OAuth.