- 01Import
- 02Review
Where do you invest?
Pick the app or bank that holds your investments. We’ll show you how to bring them here, step by step. It takes about a minute.
- Review before import
- Private by default
Apps in the United States
no app to open?
Bring your investments in
A screenshot of the app where you invest is enough. We read it, you check it.
A long list? Pick all its screenshots at once.
Where to find it? Pick your app
Pick the app where you invest, copy your investments from it and paste them here, or upload a CSV or Excel file, a PDF statement or a screenshot up to 40 MB.