Help center
Connect a brokerage account
How brokerage sync works in Nethaven, what imports automatically, and when to use manual investment tracking instead.
Brokerage accounts connect through a secure provider flow where supported. After connection, holdings and balances can appear in portfolio and net worth views, so investment movement sits next to cash, debt, property, and goals.
Coverage depends on institution and region. If a brokerage is unsupported or a specific account type does not sync cleanly, track the account manually and update the balance during monthly review. Manual tracking is better than leaving a major asset out of net worth entirely.
Brokerage sync is read-only. Nethaven is designed to organize and analyze your financial picture; it does not place trades or make investment recommendations.