1. 01Import
  2. 02Review
  3. 03Confirm

bring in your investments

Where do you invest?

Pick the app or bank that holds your investments. We’ll show you how to bring them here — it takes about a minute.

Apps in the United States

Pick the app where you invest, copy your investments from it and paste them here, or upload a CSV, Excel file or a screenshot up to 5 MB.