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Connect a brokerage account
Connect a supported brokerage for read-only balances and holdings, or add the account manually to keep your portfolio in your net worth.
Add a brokerage connection from Accounts and finish the provider sign-in. Supported balances and holdings then appear in Portfolio. Nethaven cannot place trades or move investments.Coverage depends on the institution and account type. If a brokerage is unavailable, add the account or holdings manually.
Step-by-step guide
Desktop web walkthrough
Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.
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Finish brokerage sync
Complete the provider flow, then check the resulting holdings in Portfolio.